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The other day, I grabbed the opportunity to sit down with the CEO and Chief Investment Officer at U.S. Global Investors Inc. (Nasdaq: GROW), Frank Holmes.
His firm specializes in actively managed equity and bond strategies. And the folks at U.S. Global Investors are highly astute in the metals and mining sectors as well.
Frank and his team wanted to interview me to get my take on where the technology, cannabis, and blockchain sectors are headed. And they've kindly allowed us to publish the piece that resulted from our interview.
It's got some important details about where I see investment opportunities ahead for these industries, so I've decided to re-publish the article here for you today.
Check it out…
Talking Tech with Pulitzer Prize Nominee Michael Robinson
Michael Robinson, chief technology strategist of Money Map Press, is a lot of things: devoted son and father, technologist, avid skier and gun enthusiast, accomplished blues guitarist, and Pulitzer Prize nominee.
Readers of his popular newsletters know him for his mantra, "The road to wealth is paved by tech." As editor of Strategic Tech Investor, Nova-X Report, and Radical Technology Profits, Michael has helped curious investors get in early on small-cap and micro-cap names involved in biotech, defense, cannabis research, and more.
I got to see Michael's presentation at [Money Map Press's] Black Diamond Investment Conference in October and was impressed by his energy, interesting life story, and deep knowledge of niche markets.
FH: Tell us about your start in military tech and biotech.
MAR: I grew up in a military household. My dad was a Marine Corps officer, and later he became the senior military editor at Aviation Week & Space Technology. He was among the earliest to write about the Strategic Defense Initiative, popularly known as Star Wars. So as a high schooler, I was exposed to all of these exotic defense technologies – materials, sensors, warheads, and the like – which really gave me a leg up.
My dad and I ran a military high-tech newsletter in the 1980s. This put me in a position to visit Silicon Valley pretty regularly and talk with scientists and CEOs about cutting-edge tech – materials that made battleships and submarines quieter, for example.
As a young auto analyst and reporter, I managed to break some big tech stories because I was willing to look away from the mainstream. The biggest story I did actually led to the firing of two executive vice presidents, which cost the bank close to $80 million. The New York Times and Wall Street Journal ended up having to cover the story, so that helped put me on the map.
I got involved in biotechnology later through my work at what was then the Oakland Tribune. The biotech sector was brand new in the mid-'80s, and I was in California where it was all happening.
FH: You're known to have a strong interest in guns and shooting. Did that come out of your dad's military background?
MAR: I never really thought of it that way. I just love shooting guns. Mostly these days I shoot trap and skeet. I joined the National Rifle Association because I wanted to qualify as a Triple Distinguished Expert in pistols, rifles, and shotguns. Shotgun was the most difficult, I thought.
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The amount of concentration that's required to shoot at a high level really appeals to me. You have to block out all distractions. In that respect, shooting is a lot like investing. One of the things I remind readers and clients is to separate the signal from the noise. You can't become a good shot if you can't block out all the external distractions and things. Similarly, investors must learn to block out short-term market noise before they pull the trigger, so to speak.
FH: Michigan just voted to legalize recreational cannabis, making it the first Midwest state to do so. Is this a tipping point?
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About the Author
Michael A. Robinson is one of the top financial analysts working today. His book "Overdrawn: The Bailout of American Savings" was a prescient look at the anatomy of the nation's S&L crisis, long before the word "bailout" became part of our daily lexicon. He's a Pulitzer Prize-nominated writer and reporter, lauded by the Columbia Journalism Review for his aggressive style. His 30-year track record as a leading tech analyst has garnered him rave reviews, too. Today he is the editor of the monthly tech investing newsletter Nova-X Report as well as Radical Technology Profits, where he covers truly radical technologies – ones that have the power to sweep across the globe and change the very fabric of our lives – and profit opportunities they give rise to. He also explores "what's next" in the tech investing world at Strategic Tech Investor.
Tags: tech stocks