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July 24, 2018 | I’m Excited… …and I’ll tell you why

Lobo Tiggre, aka Louis James, is the founder and CEO of Louis James LLC, and the principal analyst and editor of the Independent Speculator. He researched and recommended speculative opportunities in Casey Research publications from 2004 to 2018, writing under the name “Louis James.” While with Casey Research, he learned the ins and outs of resource speculation from the legendary speculator Doug Casey. Although frequently mistaken for one, Mr. Tiggre is not a professional geologist. However, his long tutelage under world-class geologists, writers, and investors resulted in an exceptional track record. The average of the yearly gains published for the flagship Casey publication, the International Speculator, was 18.5% per year during Tiggre’s time with the publication. A fully transparent, documented, and verifiable track record is a central feature of IndependentSpeculator.com services going forward. Another key feature is that Mr. Tiggre will put his own money into the speculations he writes about, so his readers will always know he has “skin in the game” with them

The 2018 Sprott Natural Resource Symposium was an interesting show. It wasn’t the busiest I’ve seen, and the mood was definitely not as frothy as during a raging bull market. It was, however, far from gloomy.

It seems that attendees were mostly very disciplined investors who understand that in order to buy low and sell high, you have to buy low.

For those who couldn’t attend, I’m planning to share as much of the key takeaways as I can. We’re processing the interviews I recorded and will have them for you soon. Meanwhile, I thought I’d share the presentation I gave.

Without further ado…

Yes, it’s true. I’m so happy to be my own boss again. Even better is to be able to invest in companies I believe in again, given what I see ahead in the markets I’m interested in.

Let me explain.

Remember…

In Stanley Kubrick’s groundbreaking movie, 2001: A Space Odyssey, we saw a future in which people called each other on video screens, and there was commercial space travel for all. In the year 2001, we had neither of these things—at least not for all.

When I was growing up, this was the vision of the future my generation shared.

What a disappointment the actual Y2K was! On the other hand, remember Captain Kirk’s communicator?

The average person now has more computing power and communication options at their fingertips than Star Trek’s creators ever imagined—and that was supposed to be circa 2265, not 2018.

The future is finally here.

There’s a lot being written about the electric vehicle (EV) revolution. I’m investing accordingly myself. But this is really the least of it.

Technology is literally changing what it means to be human. Just talk to young people today. Children brought up with the entire sum of human knowledge at their fingertips—and with instant connections to friends and family 24/7—are just not like us.

And have you ever seen a person with a cochlear implant? It’s an artificial ear. But that’s old news these days. Did you know that they are making sensors that can be plugged into a person’s optical nerves to function as artificial retinas?

Some of these technologies will make billions for investors.

But all of them require natural resources. Even a new technology that’s “only software” can change the way computers are used, and what sort of physical components they need. This happened with Bitcoin mining and the specialized computers needed to do it—and that impacted chip-makers like Nvidia.

In mining itself, we’re seeing new technology deployed. I’ve written that it’s too early to invest in asteroid mining (the pioneers take the most arrows). But that doesn’t mean I believe it will never happen. On the contrary, why spend all that effort to dig holes in the ground that most of the population doesn’t like, when you can simply pluck a metallic asteroid that’s floating there in space?

But the real game-changer I expect to see—and would invest in without hesitation—is new imaging technology that will help us see through rock to find deposits without all that messy and expensive drilling we still rely on after more than 100 years.

Watch this space.

As for specific technologies I’m interested in, there are many, but one I see as being as obvious as wireless headphones were, is touch-free interfaces. Communicating with machines via keyboards and pad surfaces—anything that involved our hands—is slow stops us from doing other things with our hands at the same time. Whether it’s a chip implanted directly in the brain, or some external sensor technology, something that allows people to communicate directly from mind to machine is bound to happen. And it will be worth a fortune.

Then, just think—the technology that connects people and machines will connect people with each other. E-telepathy is a certainty in the not-too-distant future, and that will open up vast new realms of possibilities for all people.

It should be possible to opt out, of course. There are nightmare applications of this technology as well. But those who embrace the new technology will leave those who opt-out in the dust.

As for profiting…

Did you know that Netflix was a 100-bagger over the last decade?

Amazon was a 300-bagger over two decades.

Apple was a 200-bagger over two decades.

Microsoft was another 100-bagger.

Facebook is about a 100-bagger—but over just the last five years.

That’s phenomenal. I hope I catch some of the 100-baggers ahead. And yet… those gains took many years. Usually it was decades.

In junior mining stocks, we can bag 10x, 20x, and yes, sometimes-even 100x our money in weeks or months.

This is why, as keen as I am to diversify into new technology and other investment areas, I plan to also stick with what I know so well in the resource sector.

And yes, I’m very excited to be able to put my money where my mouth is again. I think we’re going to do very, very well.

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July 24th, 2018

Posted In: Louis James

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