Emerging Trends Report

The Emerging Trends Report

The Emerging Trends Report is a predictive service based on the analysis of a wide range of international publications. We look for aberrant occurrences or unexpected events that run contrary to the status quo and then develop ideas to capitalize on either the change in trend or the new trend suggested by the data.  In short, we spend months researching and analyzing an investment opportunity which we then present to our clientele in a form that can usually be read and absorbed in approximately one hour, thereby saving  time and money.

The trends we have identified are universally long term in nature; however,  the depth and breadth of global financial crisis and other events has prompted us to revisit and re-evaluate all of our assumptions and themes within this new and fluid market dynamic.

The result of more than 8 months of research is CREDIT and CREDIBILITY, the Emerging Trends Report's comprehensive assessment of today's financial turmoil and what we consider to be the five most pressing issues the global economy will face in the years ahead.  The critical issues explored include:

Chapter 1: "Pay no attention to the man behind the curtain!"  (please click to read) discusses fiat currency, the financial excesses and abuse it engenders, interventionist policy response to perpetuate it, and the role of the US dollar going forward;

Chapter 2:  "Nobody's right when everybody's wrong" develops our contention that all fiat currencies today have become derivatives of the US dollar;

Chapter 3:  "May you live in interesting times" explores the extent to which emerging markets can decouple from 'consumer' economies and the role of China as the litmus test for the thesis;

Chapter 4: "The report of my death was an exaggeration" details our contention the world has had its fill of 'financial innovation,' and the only way the US economy will recover will be through its traditional strengths in agriculture, manufacturing, invention, and hard work; and

Chapter 5:  "Passing laws, just because"  offers our assessment of the anthropogenic global warming debate and pending legislation;

CREDIT and CREDIBILITY then delineates the investment approach demanded in this 'brave new world,' identifying potential pitfalls to recovery, asset classes likely to become candidates for bubble-dom, a set of leading indicators likely to mark the bottom, and how these five issues will affect each of our investment themes.

In order to facilitate the comparison and update of our nine themes within this context, CREDIT and CREDIBILITY includes complete copies of all  nine of our original reports on coal, gold, water & food, nuclear energy, silver, the electric grid, transportation fuels, material science, and natural gas and has appended substantial commentary regarding the performance of each going forward, including a ranking of the nine themes by viability in the current environment and stock recommendations for each.

The heavily annotated eBook runs to more than 430 pages of text, not including 200+ pages of source material and suggestions for further reading.

To purchase CREDIT and CREDIBILITY as an individual report, or as part of an annual subscription, we invite you to click on the appropriate tab on the left side of this page.

Because financial crisis has a history of precipitating political instability, we anticipate increased resource nationalization and resource mercantilism in the years ahead; consequently, we continue restrict our investment universe to companies operating in North America and Australia. 

"Coalescence" and "The Gold Treatment," our first two reports, are available as free pdf downloads on this page.  

Additionally, we offer truncated versions of our subscription-based reports, which generally run to roughly one-third of the entire report, to give prospective clients a glimpse of what we have been researching and a documented explanation of our reasoning-- albeit only up to a point and without including the developments making the trend viable at this time, areas in which to invest or to avoid, our investment approach and stock recommendations, and our source materials. 

The Emerging Trends Report does not offer trial subscriptions and does not give refunds. 

Other than posting a truncated version of our latest report on appropriate industry consolidator websites, the Emerging Trends Report does not advertise. 

The Emerging Trends Report also performs independent research on a contract basis.