What are you going to do here for three days?

Well, you know. Get into the culture a bit. Maybe check out some museums.

I’ve asked around about you and that doesn’t sound like anything like what I heard. Seriously, what are you going to do for the other three days?

OK. Honestly, I’m going to try every barbecue joint I can find. I was wondering if someone can eat barbecue for three straight days and still live.

That’s more like it.

That’s a conversation I had a week ago with one of the world’s most prominent gold analysts.

He lives in Texas and I was headed to visit him.

Not one to just stay for a one daylong meeting, I’ll be staying for four days.

After our day together, I can say he’s an all around bright guy which you will benefit from in the weeks ahead.

I could tell within 10 minutes of meeting him why his net worth has soared 10-fold since January.

But more importantly, he brought up a really great point about the world today that really stuck with me.

Dow 18,000: A Great Time To Be An Investor?

He was naturally excited about gold.

He understands the relationships of interest rates, inflation, the national debt, and everything else driving gold more than most anybody in the world.

However, this was more than that and took me by a bit of a surprise.

He brought up why now is a great time to be an investor.

Simply put, it’s a great time to be an investor because we are looking at two bubbles coming together.

All it takes is catching one early to make life-altering gains.

We are getting two.

First is gold.

If you’ve been reading these pages the last few weeks, you know all about gold.

You may even be completely sick of hearing about it.

I wouldn’t blame you and I’m not going to rehash everything.

The other potential bubble brewing is something few people understand how big it could be.

It’s artificial intelligence.

Now, I’m not talking about something you’d see in the movies where robot overlords take over the world.

I’m thinking more of machine learning and process automation.

That’s basically where the computer is able to learn a process over time.

It then can eliminate a lot of the manual aspects of the activity.

It’s tremendously powerful and will change the world significantly in the next decade.

All you have to do is look at Facebook (FB), one of the early adopters of machine learning, to see what I mean.

Consider this.

Facebook is set to generate about $32 billion in total revenue this year.

It will probably have about 14,000 employees by the end of the year.

That’s about $2.3 million of revenue per employee.

At the other end of the technology spectrum, you have supermarket chain Publix.

It too is set to generate about $32 billion in revenues this year.

However, it takes more than 190,000 employees to do it.

That works out to about $168,000 of revenue per employee.

The differences in the productivity of companies who can maximize automation and machine learning technologies will be substantial.

For investors, the companies which provide the automation and machine learning services will be huge winners.

In the end, there will be two ways to make a fortune in the markets in the next few years.

The Dow may be 18,500, but It’s still a good time to be an investor if you’re watching the big trends.

As for me, I’m currently in first day of barbecue challenge.

Going well.

If you hear from me on Tuesday, you’ll know if it can be done.

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