If you can’t beat ’em, join ’em… A one-click way to profit from the electric vehicle revolution… Why the time is “just right” to buy gold… In the mailbag: “May Facebook die a quick, quick death”…
The Saudis owe all their wealth and status to oil. You’d expect them to do anything and everything to try and stop the electric vehicle (EV) revolution.
But they’re doing the opposite…
Last month, Saudi Arabia’s sovereign wealth fund plonked $1 billion into EV maker Lucid Motors. The firm will use the funds to get its Lucid Air sedan into production.
The Lucid Air will use a rechargeable battery instead of an internal combustion engine.
It will use no gasoline or diesel to get from A to B. Instead, it will have a range of 240 miles on a single charge of its rechargeable lithium-ion battery.
Last year, the number of EVs on the roads worldwide topped 3 million.
That’s a small fraction of the world’s 1 billion automobiles. But the International Energy Agency reckons that, over the next 12 years, there could be up to 220 million EVs on the road.
That’s nearly one-quarter of the entire projected global fleet… and a 7,233% jump from today’s levels.
We’ve already shown you why buying “battery metal” stocks is a great way to profit from the EV future.
Today, we’re going to show you a different investment angle – the “brains” behind EVs.
Semiconductors (aka microchips) probably aren’t the first thing that pops into your head when you think of cars. But automobiles are one of the largest markets for semiconductors in the world.
Semiconductors are used for all sorts of things in modern cars – steering, airbags, collision warning, power doors and windows, entertainment and navigation systems, power systems, and sensors that help with parking and automatic emergency braking.
Here’s more from our resident tech investing expert at Legacy Research, Jeff Brown…
Today, most cars are loaded with semiconductors. In fact, the average mid-range car has about $350 worth of semiconductors inside.
But compared with hybrid electric vehicles (HEVs) and EVs, this number is small. These cars use more than $700 worth of semiconductors on average.
With luxury cars, the number of semiconductors goes higher. These cars have even more advanced electronics and features, such as advanced driver-assistance systems and autonomous driving. High-end cars typically have $1,000 worth of semiconductors or more.
It’s one of the reasons Jeff has been pounding the table about chipmakers for years.
In February 2016, he told a private audience of elite Bonner & Partners subscribers to invest in chipmaker Nvidia (NVDA). At the time, its shares were trading at $26. At writing, they’re trading for about $285.
That’s a gain of almost 1,000% in less than three years.
And back in November 2017, Jeff recommended another chipmaker – Advanced Micro Devices (AMD) – to his Near Future Report subscribers. It’s up more than 160% in 11 months.
Now, these two recommendations are above Jeff’s “buy-up-to” price.
But you can get exposure to the semiconductor industry with the VanEck Vectors Semiconductor ETF (SMH).
It tracks 25 of the largest U.S. chipmakers. And it’s a great “one-click” way to play this trend.
Here at The Daily Cut, we’ve been telling you to get ready for a rally in gold.
As master trader Jeff Clark pointed out here, the “dumb money” has never been this bearish on gold. Meanwhile, “smart money” investors – the banks, institutions, and merchants who have a vested interest in the commodity – have never been more bullish.
And our resident commodities expert Dave Forest explained here that insider interest in funding new mining projects is red hot right now. It’s another sign the smart money sees higher prices ahead.
And yesterday, “Sjug” added his voice to the growing chorus of gold bulls…
There were a ton of useful ideas from the more than 40 speakers at the event. But the standout for me was when Steve Sjuggerud – who heads up Stansberry Research’s True Wealth advisory – revealed he had started buying gold for the first time in years.
“Sjug,” as he’s known by his readers, is one of the best market timers I know.
Last time he made a big call like this on gold, it was trading around $320 an ounce. Not even a decade later, it had shot up almost 500% to an all-time high.
And that’s just one example…
Sjug called the 2009 bottom in the U.S. stock market almost perfectly. He even mortgaged his home to buy beaten-down U.S. stocks. That also worked out pretty well…
Since 2009, the S&P 500 is up 221%.
That’s why, when Steve says the moment is “just right” for gold, it pays to listen. As he told folks here in Las Vegas…
Gold is completely ignored. It’s been losing money for years. Nobody cares about gold anymore. That’s when you want to be a buyer. The moment is just right for gold now.
If you want to buy gold, make sure you check out The Gold Investor’s Guide the folks at Casey Research put together.
It details the top four places to buy physical gold… the three best gold-backed exchange-traded funds (ETFs) on the market today… along with how to pick the right gold stocks. Access it for free here.
On Monday, we introduced you to Steemit – an alternative to the social media platforms that harvest and sell your data. And it’s gotten a lot of support in the mailbag…
Fakebook… Sorry, I meant Facebook. May it die a quick, quick, death. Love your info… keep up the great work.
– Dave K.
Hell yes, I’d use Steemit.
– Andy A.
I won’t ever use Facebook or Twitter on the basis of security. I am not happy at the way that social media is used for marketing through the abuse of “friends,” but I would use blockchain social media.
– Janete S.R.
How do I put the genie back in the bottle? I don’t yet pretend to understand Steemit et al, but how do I take back what I’ve given to Facebook and Google? They can’t or won’t unhear what I already told them.
– William L.
I have never been on Facebook, Twitter or any other social media but I have email on Google. I would use Steemit to protect against Google being hacked or misusing my information.
– Georgia R.
Are you still using Facebook? Would you switch your account to an alternative that doesn’t harvest your data? Write us at [email protected].
Regards,
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Chris Lowe
October 4, 2018
Delray Beach, Florida