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11.8.2017 - The Tech Revolution Bookmark

Today's investment newsletter revolves around the push for autonomous vehicles. Bob Lutz was the former Vice Chair of GM and he penned an opinion piece about what the next 20 years is to bring and how drastic the changes will be in the auto industry. I think you should give it a read, it is really eye opening. 

 

In the market commentary, it's a lot of the same. We're grinding higher, we're leaning long, but we're certainly not seeing the huge up days as we have in the past. We'll talk more about that on Sunday. 

1.28.2015 Financial Intelligence Report Bookmark

Technology Take Over…


Sometimes it is hard for me to keep my head buried in the place it is supposed to be, that being this thing we call economics and the financial structure. Why? Because each moment that passes is a new milestone for us. In other words, today we know more than we did yesterday. Tomorrow we will know more than we did today. Each day that goes on brings us new intelligence, new questions, new experiences. Sometimes the changes that are brought by these new events leads us to tremendous investing opportunities.  Who wouldn't have wanted to be on the ground floor when Polaroid camera debuted its new technology? Who wouldn't have wanted to be an "Angel" investor in Johnson and Johnson back in 1885 when they were creating the first "ready to use" bandages? Who wouldn't have wanted to be the first investors in this new upstart called "MicroSoft" so many years ago?  

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