The Katusa Research Special Situations team looks deep into this monster profit generator in the tech industry.
When you spot a technology that is surfing on the wave of change, you need to pay attention. Especially in the resource markets. And there is a new production technology you need to know.
In today’s end-of-year issue, you’ll find four big investment ides we wrote about in 2017. But this is no bland “retrospective” list. These ideas could make you a fortune next year and the year after that. We hope you and your family have a great holiday season.
Recently, Marin did an interview with Erik Townsend of Macro Voices. Erik got Marin’s thoughts on electric vehicles, uranium and Saudi Arabia and how your portfolio can be affected by changes in these markets.
I call this disruption “the Everything Metal.” It’s a crucial ingredient in electric cars. Without it, the cars are just hunks of scrap metal. Most importantly, it’s my favourite way to make a bundle in this mega-trend.
Just 10 years ago, there were virtually no electric cars on the road. In 2017, an estimated 1 million new electric vehicles will be sold. This science experiment is now the real deal, and it is changing the car consumer mindset.
Two major stories were about one of the biggest economic revolutions of our time… and they have major investment implications. One from a country and one from an automaker. (5 minute read).
Some of the smartest people in the world are working on overcoming this obstacle. They have access to billions of dollars in capital to further research and development. After all, they know long driving ranges and abundant charging stations will create a huge boom in electric car adoption. (5 minute read).
In this week’s edition, you‘ll find a collection of my “market notes” that detail some of the most important things happening in the market right now. (5 minute read).