Shields Up In The Fullness Of Time 2001

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To The Moon George 5.20  

There is an opportunity to change the world and become the most famous President, George. It won’t be by destroying the pristine environment of Alaska or anywhere else on Earth for such short-term causes. The problem can be solved by aggressively pursuing the new (fuel cell) technology that is here now and ready to be deployed. Ten billion dollars applied to this new opportunity to lead the human race into an existence of harmony with Mother Nature is far to small an amount. Microsoft is spending five hundred million dollars to market a game appliance this year, so twenty times that is pathetic.

Two hundred times the amount is a start and two thousand times the amount would change the world, as we know it. There should be no sympathy for industry that has ignored and tried to suppress the changes that are coming. It is the speed and availability of information that helps break the walls placed by those trying to protect their own self-interest. As long as there is free speech in this country there will be hope for life to improve beyond today’s dreams. Please, Mr. President, dream of the best that you can hope for and make your family name last forever in even greater stature.

April Fuels 3.1  

The economic environment is set for the release of funds to flow into the fuel cell industry. Something has to be done to fuel the California, US and World economies that will not harm the environment any further and take us into the newest of economic phases that impacts every person on earth and not just Data Heads. Thanks needs to go to the Data Heads for developing the computer to achieve the scientific advances needed to bring this environment friendly technology to full use. Where is fusion? Looks like a job for a Google search. The last time it was in the public eye by the popular media was way back in 1995 or so when NTT announced that they had successful lab results.

If Japan wants to get their economic lights on again, you would think that this may be a great time to release new technology that would change the world into a far better place. It could help their economic role as oil helped ours. One of the great values of the internet is to expose great discovery immediately and not depend on the headline prime time value that media puts on information. The last time I saw an investment opportunity like this was in the cable stocks back in 1995. These are the stock charts of companies that I have bought for the Aggressive and Conservative portfolios. Pretty soon you might look at current autos like you should look at computers now without (Firewire, I Link, IEEE 1394), dysfunctional.

Real Danger 2.1  

The real danger that lurks out in the economic forest may be the shift of investors attitude from financial investment instruments to real tangible property. Once someone has been burned investing in the financial equity markets, they may tend to feel that a tangible item could be a more satisfying investment vehicle, such as a house or a vacation home. Yesterdays new home sales report showed unexpected strength. This is not a problem until you have real estate start to experience inflationary pressures.

The danger may be the repeat of the period following the1974 recession where home values started to rise rapidly for several years. Lower interest rates and easy purchasing terms such as no down payments were common as an incentive to get the real estate market and the general economy moving again. The tax benefits of home ownership gave even more motivation to invest in real estate. Well, after a few years the momentum picked up to a point where inflation became a problem with 25% annual increases in the value of property which tends to be a competitive investment over the stock market.