Outside the Box

2012 – The Most Important Year Yet in Technology

September 18, 2012

As you'll recall, I spent much of last week with the folks at Casey Research, at their most recent investment summit.  They always put on a top-notch show, and there were many impressive speakers.  But, as a big fan of technology, both for its place in the future of our economy and for the sheer coolness factor of some of the amazing things we can now achieve, I really liked one talk in particular.

Alex Daley, editor of Casey Extraordinary Technology (a newsletter I look forward to reading every month), gave an excellent talk on some of the amazing under-the-radar shifts in technology that have taken place just so far this year.  While I watch the latest technology developments with some zeal, it is easy to put the potential of a technology well ahead of its practical use – a mistake that can be costly for investors.  Alex has proven himself quite adept at calibrating the "application curve," and I thought we could all learn from what he had to say, so I asked him to upload a copy of his talk to the web for you to see.

You can watch the presentation here:
or, if you prefer to read a transcript, Alex has written up his notes, which are below.

If you like what Alex has to say, I would encourage you to take his excellent investment advisory service for a spin. I think you'll find his regular commentary (and stock picks) as insightful as his speech.  Plus, he's very forward about his track record, an uncensored version of which appears in the back of every issue.  You can give it a look here: http://www.caseyresearch.com/cm/curing-cancer.

And I'll also suggest that if you like this forward-looking piece you might also want to check out this op-ed by Andy Kessler in the Wall Street Journal. I spent a long evening with Andy last week in Palo Alto. He's one of my favorite authors, whose first claim to fame was turning $100 million into a billion in tech stocks and closing it down at the top. Way cool. Since then he thinks and writes and plays with his boys. But he gets the world in a way few do.

Your thinking about the future again analyst,

John Mauldin, Editor
Outside the Box

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2012 – The Most Important Year Yet in Technology

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Alan Harris

Sep. 19, 2012, 6:41 p.m.

So robots have everything cracked ..... perhaps except the future of mankind. Who will have the job that earns the money to buy the robots products? We thought the Luddite’s were backward thinking…..perhaps they were visionary prophet economists for our time.
Keynes taught us that you can only tax people if they are earning money to tax. We need a new Keynes to show us how to run an economy that has endless product but no income to buy it.
Thank God Im too old to see it. Misguided avarice. There will be war….local, national and international….survival of the fittest. Maybe when the dust settles, we’ll evolve a better world.

scott grider

Sep. 19, 2012, 11:25 a.m.

from our communications in the past, you know I look forward and read everything you write.

but lifestyle, diet and mental state trump genetics everytime….....tho I suppose there is a market for marginally effective drugs [with side effects] to enable people to keep their sugar, high carb, gluten and casein laden diets.

take heart disease,........having dealt with the side effects of statins with my friends, I can promise you they are the norm, not the exception.

cholesterol is not the problem at all….....its arterial inflammation…......easily solved with vitamin c n lysine twice or more daily as per Dr. Linus Pauling…......i have witnessed the results….... in decades old cases myself.

and this is just one instance of many.

hope u n yours are well, John.

very illucidating: