Since last November, it has been my great pleasure to bring you the stories that I believe will lead the markets for years to come. From nanotech to Web 2.0 to robotics to IPTV and everything in between, I’ve covered it all in the "knowledge economy" and then some.
In fact, since I first started appearing in these pages a little over nine months ago, I have researched and written some 60 articles for my many loyal readers. For you, of course, I am very grateful.
And while that may seem like a lot of articles to most people, I can assure you that it was really all quite painless. That’s how much I love my work.
But as the summer season begins to wane, we’ve decided to make a few changes in the way that we will continue to bring you your Quantum Investor market analysis.
So starting on September 4, my weekly look at markets and the technologies that are changing the world will be found in the pages of our flagship publication, Wealth Daily.
There I’ll be joined regularly by both Sam Hopkins and Justice Litle .
Together we will bring you what we suspect you have been craving all along–more of the insightful market commentary that you’ve grown accustomed too. The kind you just can’t find in countless hours spent watching CNBC.
Of course, it won’t always be just the three of us.
All year long, other members of the Angel Research team will be stopping by to add their two cents to the conversations that we’ll be having.
That’s what makes me so excited about this move, because to be honest I’ve always believed that three heads are much better than one–even if that one head is mine.
So I do sincerely hope that you will continue read my Quantum Investor columns as we transition over to a much bigger arena, with a greater variety of content and opinion.
In fact, if you’ve been regular reader of my work covering the housing bubble and the mortgage meltdown, then you already know exactly where to find me.
The good news is that we will make sure that your subscription will continue to reach you, so the only thing you need to do is to sit back and enjoy your access to much greater content.
So why the big change? Well, aside from bringing you more articles, it’s really simple.
We believe that the rally in the stock market over the last twelve months is just the beginning of a much bigger trend–and we do mean "beginning".
That’s because, despite what’s going on in the housing market, the global growth story currently being written is one that can’t be overcome by weakness in the mortgage markets.
So just how hot is the current worldwide expansion?
Well, according to U.S. Treasury Secretary Hank Paulson, it’s red hot. In fact, Paulson recently said, "This is far and away the strongest global economy I’ve seen in my lifetime."
That’s a sentiment that Cisco CEO John Chambers would definitely agree with. The networking giant opened its own new "Globalization Center" in Bangalore just last fall.
"This is," says Chambers, "the strongest global trend" of his career. "There is a unique balance today," he continued. "More than half of GDP growth is coming from emerging countries. And yet the developed countries are also doing pretty well. It is something we have never seen before."
That combination has created a total world GDP of $36 trillion in constant dollars in this year alone as the world economy continues to grow by nearly 5%. By comparison, during the 1970s world GDP stood at only $13 trillion.
That’s why, the current weakness in the credit markets notwithstanding, the bull market in equities will continue to push one high after another. The ripple effects of the housing markets are nothing compared to the waves given off by the growth of the world economy.
So to give you a better view of it all and to expose all our moneymaking ideas to a wider audience, we’ve decided to combine our strengths.
We think you’re going to love the results.
Thanks for reading. See you over at Wealth Daily .
Steve Christ, Editor
P.S. I’ll be speaking in depth on the state of the housing market at the Angel Research "Profit from the Peak" Summit in Philadelphia next month. It promises to be a profitable experience, and it’s still not too late to sign up. You can learn more about it here.
