Dave’s note: Before we get into my five-part electric vehicle (EV) investing series, I want to address what’s going on in the world today.
With the current situation in Ukraine ramping up, we understand you’re probably worried…
As we write, the S&P 500 Index is off about 12% this year. The Dow Jones is off about 11%. Both moves are what we view as corrections.
That’s not to say there aren’t more concerns ahead. It’s just our experience telling us to stay the course until the facts change.
As of right now, we see no reason to panic. But if you’re having trouble sleeping at night, now might be a good time to review your portfolio.
Look at your trailing stop losses. See if there are places where you have too much of one thing and not enough of another.
For instance, you may have too much tech and not enough inflation-related exposure, like gold, which is up over 5% so far this year.
It’s okay to shift assets from one sector to another… or raise some cash if needed.
And if you have any questions, feel free to let us know at [email protected]. While we can’t give individual investment advice, we’ll respond to common questions in future issues.
Now, back to my EV series…
By David Forest, editor, Strategic Trader
He told me to meet him on the docks.
“Don’t ask too many questions,” my good friend, a lawyer I’d worked with for years, said.
I went along with his request and joined him one gray morning down by the dark ocean.
Eventually, a loud whirring sounded over the horizon.
A helicopter appeared. It landed, and I followed him inside.
As the chopper lifted off over the water, he explained we were heading for a tiny island off the Pacific Coast.
A very wealthy man wanted to see us there…
Top Investors Ride the Wave All the Way Up
It turned out my friend was working with this reclusive investor. They’d identified a new energy technology.
The tech turned fossil fuels like oil and natural gas into clean-burning hydrogen. It all happened in the ground, so you didn’t even need to pump the petroleum.
They believed it was a breakthrough. But geology played a key role in making or breaking it.
As a professional geologist, they wanted my opinion on whether to move forward.
Eventually, the wealthy investor’s island compound appeared in the distance. The helicopter set down, and he greeted us.
We spent the day in his living room, overlooking the lush cedar forest. There, we hashed through every aspect of the new technology.
In the end, I wasn’t convinced. I told him the tech had promise, but it was more of a science project than a sure thing.
He didn’t seem put off. His cheer was surprising, given he’d already invested serious money getting the hydrogen tech to its current stage.
But for him, the amount was peanuts compared to his overall net worth. He said he’d keep working on the tech, no worries.
I realized something that day. It’s a critical part of how the richest people on the planet grow their fortunes.
Most investors chase trends. The world’s wealthiest investors create them.
It’s tempting to jump on what everyone else does, says, or buys.
But that’s not the way to make a truly outstanding fortune.
The world’s top investors get into trends right at the beginning. They ride the wave all the way up.
This, of course, means bigger gains. It also ensures smaller losses. If a sector hasn’t moved up yet, it doesn’t have far to fall.
The hydrogen tech I viewed on the island getaway is a prime example. At the time I visited, no one cared about next-generation energy tech. Today, hydrogen is one of the hottest sectors on the planet. I suspect the wealthy investor I met is raking in millions.
Making the Trends
I’ve applied this lesson myself since. For the last several years, I’ve dedicated a lot of time to new satellite imaging technology. It’s the biggest breakthrough I’ve seen for finding massive supplies of “hard tech” metals.
Plus, I worked with a PhD mathematician. He developed completely new ways of crunching satellite data.
We applied it all over the world – Colombia, Mongolia, even Roman ruins in Europe.
One of our biggest tests of this new tech came in the Southeast Asian nation of Myanmar.
We ran our satellite over hundreds of thousands of square miles – nearly half the country. Then, I drove thousands of miles checking what we found.
Our target was copper. That’s one of the biggest hard tech plays going on. It’s critical to the electric vehicle (EV) revolution – every single EV contains over 180 pounds of copper.
When I got out to the barrens, however, I realized I wasn’t alone looking for hard tech. Driving through the desert, I came across a massive settlement in the middle of nowhere.
It was a Chinese conglomerate. They were busy digging copper from the ground. They shipped it back to China to feed the country’s massive tech sector.
Asking around, I found they’d been at it for years. Just like the wealthy gentleman on the island, they took a long view on tech investing. They’d sunk millions back when no one cared about copper.
Now, they were ahead of everyone. I’d bet they’re making billions today, with copper prices hitting record highs.
They beat me… and that was disappointing. But it was also an important experience.
It clued me into just how big EV hard tech was becoming. That revelation came at a time when no one cared yet about EVs.
Lessons like that (and from other massive investors like billionaire Robert Friedland) drove me headlong into EV research.
The Next EV Winners Are Right Here
It’s worked out. Today, we’re positioned for one of the biggest tech booms in history. It’s the kind of play wealthy investors love – one that’s just starting… and poised to be world-changing.
To that end… I’m hosting a huge event on Wednesday, March 2 at 8 p.m. ET.
It’s called the EV Superboom Summit. The urgent reason? Forty-nine years’ worth of gains… in 12 months, due to a tiny company in a small subsector of the EV industry.
Like hard tech… this company is essential to Tesla’s EVs… Ford’s EVs… Jaguar, Porsche, GM, Chevy, Mercedes’ EVs… and more.
Plus, it costs just three dollars to get in on the ground floor.
Don’t be late on this… make sure you reserve your slot right here.
Keep walking the path,
Editor, Strategic Trader