Dear Reader,
The most lucrative and volatile sector is without a doubt the natural resource market, especially when tied into a booming technology or major consumer trend.  One mega-trend that has accelerated since the 1990s is the rapid urbanization of our planet.  Here is a picture of Shanghai, China in 1990 on the left, and 2010 on the right.


This trend is truly unstoppable.

2007, according to the UN, marked the year where the majority of the earth’s population lived in urban areas, compared to rural ones.  Over the next decade, the world is expected to add a billion people.  By 2030, this planet will have a population of 8.5 billion, with 59% living in urbanized areas.

Technology and innovation will certainly be at the forefront of accommodating this population growth.  And behind all of this new technology is the natural resource market.

Silver, zinc, lithium, cobalt, platinum, palladium, nickel, aluminum, uranium, copper, and every other mineral on this planet… humanity’s demand is set to surge higher. It’s not based off of desire, but due to pure necessity.

Without the above, there is no Tesla, Apple, Sony, or any of the tech titans who are going to help the world pave a way forward for a global population of 10 billion by 2050! Governments have problems, our currencies have problems, our social programs have systemic issues, but one thing that history has shown is that the world moves on.

For doubters, I often point to Germany’s hyperinflation in the early 1920s or their post-war status in the late 1940s.  There are many more examples of great difficulty being overcome in our history, from Hiroshima to the Carter years, but the world always finds a way to keep moving forward.

As you know, the resource sector got crushed for nearly 6 years, and it is now beginning to make a roaring recovery. Of course, this doesn’t come without the volatility it is known for.

The bull market that started last year with precious metals is now expanding, and we believe strategic positions taken over the next 6 to 12 months could become moments in time where some investors make enough money to fund the rest of their lives so that they can enjoy all these great advancements that are coming to this world and not play catch-up to a middle class that is in complete transformation and coming to an end as we know it.

Look forward to new ideas and to position yourself to profit with us in 2017.

Best Regards,

Daniel Ameduri