Labor 2030
Surplus Workers
Wealth Tax Coming
Home Again, Home Again, Jiggity-Jig

We’ve just wrapped the Strategic Investment Conference, which in many ways is the best week of my year. Seeing so many old friends, making new ones, and having countless fascinating conversations is my idea of heaven.

On the other hand, this particular heaven is also exhausting. I’ve been running at full power 24/7 since Monday. Thankfully, I’ve had Shane and the rest of our conference team to keep me at least running in the right directions. Nevertheless, I need some time to assimilate all this new data before I give you my conference wrap-up. We’ll do that next week, although I will give you a few first impressions at the end of this letter, which will be the shortest I have done in many years.

Today, I’m going to recap one of this year’s new speakers, Karen Harris from the Macro Trends Group at Bain & Company. She has done some ground-breaking research on job automation and the future of work. Much like geopolitics, these factors define the parameters in which other trends develop, so I made Karen one of our day 1 lead-off speakers. As you’ll see below, her presentation was even more enlightening than I expected.

First, a quick reminder that you can still get your SIC Virtual Pass to access both audio and video recordings of Karen Harris and every other SIC speaker. For most speakers, it also includes a PDF copy of their slides. All told, it’s more than 20 hours of outstanding speakers and incisive analysis you can’t find elsewhere. We even throw in written transcripts. Click here to learn more and order yours now.

If you want to build a market-beating portfolio for 2018, knowing:

How a bond manager with a $116 billion portfolio is positioning himself for higher interest rates
How three misunderstood economic trends will start affecting financial markets in 2018
Why ETFs could be a massive risk to your portfolio during the next market correction

...is critical information.

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(I came home to find my Internet was down so I could not get the letter out immediately. Clearly, it has been figured out and so this letter is going out late on a Sunday. And I am making an executive decision to not have it edited, which means there will be more mistakes than usual.)