Showing posts with label Prediction. Show all posts
Showing posts with label Prediction. Show all posts

July 5, 2020

Targeting Israel: A Distraction From Real Threats

Please see my new article in The Times of Israel called, "Targeting Israel: A Distraction From Real Threats."
While the world unfortunately focuses again on Israel (a state the size of New Jersey), they continue to unfortunately be asleep at the wheel when Russia invaded Crimea and annexed it from a sovereign country of Ukraine in 2014, and again now in 2020 as China is taking critical steps that restrict freedom and human rights in Hong Kong.

The question is why we are constantly being diverted to blame and attack Israel and to not look at the real threats to world peace? Yet again, it’s another modern-day blood libel! While the superpowers play Risk with the world order, we should not be fooled by others trying to tell Israel what to do. Nothing should stop Israel from annexing the 30% of the West Bank under the Middle East Peace Plan that is vital to their lasting peace and security. Today is July 4th and the U.S. and Israel stand united in their commitment to that future.


(Credit Graphic: Andy Blumenthal)
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October 11, 2017

Amazon + Teva = A Marriage Made In Heaven


Amazon has upended so many industries--and you can basically buy almost anything there.

And yes, what you can't buy today, you will be able to buy tomorrow. 

What started as books and DVDs is now virtually synonymous with e-Commerce itself!
Next up for Amazon is pharmaceuticals!

Some people may think that Whole Foods gives Amazon the footprint it needs to sell these and dominate.

But what people aren't considering is that Amazon can sell the pharmaceuticals online.

Amazon can do what other online drug distributors can't.

Why?

Because Amazon has the most unbelievable distribution network in the world. 

Currently, people can order drugs through the mail, but these tend to be for regular reoccurring prescriptions that have lead time. 

However, Amazon can outdo these mail order pharma companies, because they can get you the drugs you need when and where you need it. 

- You don't feel well and can't make it to CVS, Amazon will deliver to your door. 

- Need same-day delivery, no problem. 

- Plus do all your shopping together in one fell timesaving swoop. 

My prediction: 
Amazon the low cost, efficient online seller of everything to everywhere is going to partner with Teva Pharmaceuticals, the #1 world leader in low cost generic drugs.

Teva already produces 120 billion tablets and capsules every year, operates in 80 countries, and currently fills 1 in 6 generic prescriptions in the U.S. 
Together, Amazon and Teva can make beautiful music, that is medicine + money!

Who needs CVS when pharmaceuticals perhaps soon can be gotten at Whole Foods or at your Trusty Amazon.com.  

One more time, I see some radical disruption--and this time it will bring you cheaper and more convenient drugs--make a l'chaim to your health. ;-)

(Source Graphic: Andy Blumenthal)

(Endnote: I am a big fan + investor in Teva, and of course, all opinions here are my own.)
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October 5, 2017

Facebook Is Dead!

So folks, here is my absolutely contrarian prediction. 
Facebook Is Dead!
Who in their right mind would say something like that?

Facebook has 2 billions users! 

Well I am one of those users.

But even though I use it. 

I recognize that it is essentially useless and a waste of time. 

Yes, there are cute videos and messages and photos on there. 

But basically if you're honest, it's mostly a lot of garbage and time sink!

Twitter has a newsfeed purpose. 

Instagram has a photo sharing purpose. 

LinkedIn has a professional networking purpose. 

But Facebook is a glorious made-up fad!

I believe that people are getting tired of the:

- Meaningless, mind-numbing posts of what they had for breakfast today (and every other fart, literally). 

- Phony self-branding veneer as if everything is always perfect in their lives (look I'm on another vacation skydiving!)

- Virtual relationships rather than genuine friendships and real connections (I'm fiends with over 3,000 people!)

- The millions of empty slogans, political statements, and impersonal wishes to everyone for every occasion (have a really happy birthday!)

Frankly, I think that people are reaching the point of realization where they want more from the time they spend online.

- More depth of feelings

- More substance of thought

- More reality than superficiality. 

Yes, we all need some downtime too to mellow and just laugh a little, but I am fairly certain that the time people are putting into Facebook is not really meeting their true social networking needs. 

In the end, we will find out that Facebook is the epitome of the greatest fool theory--where everyone dumps their shit from the day, hoping that there is some greater fool who will superficially lopping it all up. ;-)

(Source Graphic: Andy Blumenthal)
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August 1, 2015

Nothing Is Something AND Something Is Nothing


So the world financial markets continue to go haywire. 

The Uber glorified taxi service and app (with an almost half billion dollar operating loss) is now valued at--get this--over $50,000,000,000!

And commodities--you know the precious materials that REAL things are made off (gold, silver, copper, aluminum, oil, gas, coal, wheat, cotton, corn, soybeans, cotton, cocoa, coffee, sugar, beef, and more) hit a 13 year low. 

When the nothings of this world like a basic cab service become invaluable and the real things that power our homes, technology, transportation, and manufacturing become valueless--then we know a day of painful financial reckoning is coming. 

The markets can stand on their head for only so long before the blood rushes in and people become dizzy and see spots.

A reversion to the mean is the one something here that is inevitable, along with a pretty decent recession to boot. ;-)

(Source Photos: Andy Blumenthal)
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