GBA's "2021 Stock Phantasma"

BX as a backdoor play on Life sciences....

Blackstone quietly invested in Life Sciences, bet could pay off, Barron's says 10:09 BX The pandemic put life sciences in the headlines, but Blackstone had been quietly building a multibillion-dollar stake in the business for the better part of a decade, Liz Moyer writes in this week's edition of Barron's. The firm has poured money into a broad range of drug companies and device makers, biopharma start-ups, and cutting-edge research, through equity investments and loans. And it has emerged as a leading landlord of laboratory space, the author notes. If Blackstone succeeds in life sciences, the company could not only lift its own fortunes but also provide a road map for other big investors in the increasingly prominent field, the publication adds. Reference Link
 
I used to be enamored with Cadiz Land but don't get me started on that one... They too bought alot of land but it's tricky.. I like LAND alot better!!

Has anyone ever heard of Landec. LNDC? More of a packaging co but with some of these same farming angles and land buys. Nice little company.
 
Trends-- I've seen a few. Would you believe I go back to rollerblading? Yup I had an investment for that back in the day. I've seen the internet come and go. Car phones- I saw one of the first ones.. Fax machines invented on my watch. But what of now.?

What Trends are around the corner. Perhaps this would be a good discussion for the board.

Smart Glasses is one but it's scope is limited.

This move to electric cars is it real? I half believe it's not.

High Fashion comeback- People are going to be in the mood to spend to make themselves feel better Next GDP will be close to 8%--this roaring 20's it starts with anew colorful outifit.

3D Printing. For sure.

People are farming more than ever = seed shortage....

China is about to shut off it's Rare Earth exports-- rare earths?

Lithium for batteries.
the NYT podcast I listened to on what Biden could plausibly pass on climate change said that:

1. changes in car emissions was a yes because the auto industry now backs it
2. cleaning up the air with power plant emission policies (move to wind/solar and shutting down coal) was very limited because everything is held up in the supreme court and then also looks tough in the senate vote if biden tried that way.
3. policies that make companies responsible for methane gas emissions is very doable because the law is on biden's side so supreme court probably can't get in way of it.

so i have a note to look into the methane stuff. there might be something to find though i'm sure people have been all over it...
 
Corteva Agriscience Cuts Future Obligations By Reducing Current And Pending Retiree Benefits
Feb. 03, 2021 9:00 AM ETCorteva, Inc. (CTVA)10 Comments5 Likes
Summary
  • Corteva, as the company is commonly called, is one of the legacy companies from the Dow-DuPont merger. They absorbed all the retiree obligations from the DuPont side of the combination.
  • As with many large industrial companies, Corteva has more retirees than active employees and, like the others, has been dialing back benefits their current and former employees get or should expect.
 
the NYT podcast I listened to on what Biden could plausibly pass on climate change said that:

1. changes in car emissions was a yes because the auto industry now backs it
2. cleaning up the air with power plant emission policies (move to wind/solar and shutting down coal) was very limited because everything is held up in the supreme court and then also looks tough in the senate vote if biden tried that way.
3. policies that make companies responsible for methane gas emissions is very doable because the law is on biden's side so supreme court probably can't get in way of it.

so i have a note to look into the methane stuff. there might be something to find though i'm sure people have been all over it...

Methane scrubbing they call it..
https://www.zmescience.com/science/methane-scrubbing-co2-air-9224243/
 
Since time is in flux and the universe is unknown. What if a society visited this planet when there where Giant mammals running around even dinosaurs? What would the visitors have thought!

There's no guarantee that life evolved in the same exact way on their planet... Maybe they just spawned from ocean to land without the Giants...

They would of fled-- 'This is no place for Aliens' they would of said! And maybe they would of left a landing gear... next to those bones 30 feet down....
 
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So in the future if things Don't work out with the virus and a new strain comes that ruins all the progress we have made and nobody ever travels again and we dream of vacations we might have taken... we can use Matterport software to transition 3D versions of ourselves on a virtual vacation. That babe rubbing oil on you back she'll look entirely like Yulia because you will have programmed that...

The next generation i phone also is going to have 3D immersive tech.

This is all going back to Soilent Green... When you are ready to die in this futuristic world they show you al the pictures of the way earth used to be rolling wheat fields etc.. endless clean oceans and you cry and then you die.

All the while you have been existing due to soylent green which of course turns out to be PEOPLE!! Today's Soylent Green is the mix they make you drink Shakeology at Beach Body!!



soylent green would be best sold using a MLM business model :D in a world where bitcoin is worth over a $1 trillion, anything goes.
 
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