Boaz Shoshan here, back at the helm of Capital & Conflict. I’m just returned from holiday, complete with sunburn and an ignorance of the latest Brexit drama. I hope you’ve enjoyed the sterling work of Kit Winder and Nickolai Hubble while I was away.
It was great to get out of the “Tower of Babel” that is Western civilisation for a while, but now it’s back into the beehive of endless news and market data, pulling at the threads and joining the dots to get a glimpse of what the future holds.
I’ll be interviewing several of our editors today on what they see on the horizon for your investments, and how best to prepare and profit from it.
My colleague Nickolai will be giving a presentation, based on a principle he believes anyone can use to make money – a simple “if you see this, do that” strategy.
You’ll be seeing quantitative analysis from our head quant Tom Meyer from Texas, an in-depth look at the state of the energy market from James Allen, the secret to allocating capital from Tim Price, and much more.
And I’ll be giving a presentation too – something I’ll be getting back to right after I’ve finished writing this letter.
It’s a trend I think you’ll begin to see much more of, whether you’re interested in investing in it or not. It’s a destabilising, disruptive force that as yet has no antidote.
And try as I might to “switch off”, and set aside the work we do here at Southbank Investment Research while I was on holiday… this trend followed me.
I thought by taking a flight south of the equator down to Mauritius, I’d be getting away from work. But some trends are inescapable – something I realised when I encountered this sign while enjoying the great natural beauty Mauritius has to offer:
The buzzing of the drone is inescapable it seems, even in the middle of the Indian Ocean.
I’ll giving a full rundown of just how disruptive drones will be, and how to profit from them, in my presentation.
All the best,
Boaz Shoshan
Editor, Capital & Conflict
Category: Market updates