Solari Update

2012-08-23

Equity Markets: The View from Silicon Valley

"The real problem is not whether machines think but whether men do."
-- B. F. Skinner

Are you surprised by the strength of the U.S. equity markets this year? One of the primary trends fueling that strength is new technology. Technology and innovation is a trend that will be impacting our lives and our investments for a long time. Whether inspiring or terrifying, it's here and it's impact is accelerating.

Improvements in drilling technology have led to significant growth in domestic oil and gas reserves and could do the same globally. Resulting drops in natural gas prices are leading to the integration of LNG motors in trucks and LNG export facilities. The economics of solar and other renewable technologies also continue to improve. Then, of course, the wildcard beckons: are free energy technologies possible?

Robotics are making a practical difference in diverse industries -- everything from surgical systems to floor-cleaning. But what will the impact of robotics be on employment over the next decade? What happens if fast food franchises replace employees with robots?

Since 2003, gold has increased in value by approximately 500%, silver has increased by 800%, and the stock of the leading maker of surgical systems has increased by over 4,000%. Health sciences is pushing into numerous new frontiers:

  • Software and robotics have made new surgical systems possible
  • Composite materials and nanotechnology now build tiny medical devices
  • 3-D printers have the potential to grow human organs for transplant

Smart phones and pads are shifting computing power away from the desktop inspiring the evolution of digital payment and currency systems and reinventing the delivery of advertising, entertainment and data.

This Thursday, I'll be joined on The Solari Report by Chuck Gibson, my partner in Sea Lane Advisory, LLC located in the Bay Area. Chuck and I will brief you on these and other technologies that are impacting equity markets and equity investors.

The theme for our discussion will be Ready or not, here it comes! Our goal is that Solari Report subscribers will indeed be ready to understand the powerful developments heading our way.

I'll also discuss Other People's Money, a film that explores the creative destruction occurring in equity markets and communities as a result of new technology. Danny Devito's speech to stockholders is absolutely riveting ... and more timely today than it was 20 years ago. I strongly encourage you to watch it on the blog.

-- Catherine Austin Fitts 

 

From The Blog

NPR Reports on Open Source 3D Printing
I first encountered 3-D printing in Cory Doctorow's Makers, a science fiction novel set in the wake of economic armageddon. In Doctorow's imagined near-future world, hulking industrial bulwarks are doomed. Malls are deserted. But garages are alight with innovative activity, as heroic, entrepreneurial inventor-doers concoct new gizmos by repurposing abandoned commodities.

Norway Takes a Bold Step Towards Debt Justice: First Creditor Ever to Carry Out a Debt Audit
Since a great deal global debt was fraudulently induced, the idea of a sovereign government carrying out an audit of the legitimacy of outstanding debt is a good one. This is a fearless act by Norway. Let's hope it catches on as we need a plan other than "kick the can!

Monsanto vs. S&P: Look Who is Making Money on the Drought

Why in the World are They Spraying?
You think there is a drought? Think again. The push to force GMO seed, consolidate farmland and control global agriculture is underway. It threatens our lives and those of future generations.

What Are Zombies? Where Do They Come From? And Why Are They So Popular?
There seems to be an unstoppable force that is spreading, growing, and changing people. The brain isn't the same once this force has taken hold and your friends won't think of you the same after you're contaminated. No I'm not talking about a real zombie apocalypse, I'm talking about the Zombie Culture Phenomenon.

 
     

Just a Taste...
View a video excerpt from Catherine Austin Fitts' recent Money & Markets segment on The Solari Report:

"The international story hands down is the slow-down in the economy and we're seeing it reported from every corner of the world. It's reported everywhere that the complexity and the cost of central control continue to contribute to slowing up the economy. It's almost a spiders web of Orwellian expense and political risk."  Watch the video...

  Watch Just a Taste of The Solari Report

Join Us in Tennessee
Too often, many of us feel as if we are struggling alone. Where are the other responsible, successful people who have chosen to understand what is happening in the world and to take positive action?

You are invited to a gathering in the beautiful countryside of Tennessee on October 12-14, 2012 to meet many other wonderful people just like you. We want to explore how we can manage the change that is accelerating in our lives and how we can find, network and help each other to be more intelligent, more joyful and more of service in the days ahead.   Learn more...

  Transformations & Renewals Gathering

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Nothing in this Solari Update should be taken as individual investment advice. Anyone seeking investment advice for his or her personal financial situation is advised to seek out a qualified advisor or advisors and provide as much information as possible to the advisor in order that such advisor can take into account all relevant circumstances, objectives, and risks before rendering an opinion as to the appropriate investment strategy.

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