Post: #1

The long term investors here should read this report :

http://blog.bcaresearch.com/wp-content/u...larity.pdf

Quote:Rising human intelligence has been the underlying driver of long-term economic growth. Before the Industrial Revolution, gains in intelligence were the product of cultural, and perhaps genetic, changes.

Once humanity was freed from the Malthusian trap, a virtuous cycle began in which higher levels of material prosperity led to improved environmental conditions, including better nutrition and education. This, in turn, led to further gains in intelligence.

Although these environmental factors, at least in the developed world, appear to be stalling, technology offers a way forward.

If Moore’s Law continues to hold, computers will be able to simulate a human brain by 2030. This, along with breakthroughs in genetics and nanotechnology, could boost human intelligence by a previously unfathomable magnitude, ultimately triggering a “technological singularity”.

Long-term investors should overweight tech stocks, whose valuations now stand at multi-decade lows compared with the broader market. Within the tech sector, BRAIN stocks – Biotech, Robotics, Artificial Intelligence, Nanotechnology – will be the leaders of the next great tech boom.

Post: #2

Interesting. BRAIN stocks do seem like solid investments but I would look for a fund as opposed to individual stocks.

As an alternate long term investment, I've been looking into oil and the green sector. Oil is a finite resource with an increasing demand. Take the law of exponential growth and it is a mathematical truth that at some point we will run out of oil. As the supply of oil dwindles, with the demand increasing, oil prices will increase. As more people become aware at the oil endpoint, the push towards green technology will increase and the stock prices of green energy companies will increase as well.

or at least that's what I think will happen.

Post: #3

(12-11-2013 09:36 AM)AntiTrace Wrote:  As an alternate long term investment, I've been looking into oil and the green sector. Oil is a finite resource with an increasing demand. Take the law of exponential growth and it is a mathematical truth that at some point we will run out of oil. As the supply of oil dwindles, with the demand increasing, oil prices will increase. As more people become aware at the oil endpoint, the push towards green technology will increase and the stock prices of green energy companies will increase as well.

or at least that's what I think will happen.

Matt Ridley ( author of The Red Queen, Genome, The Rational Optimist) disagrees :

"Meanwhile, the argument that the running out of fossil fuels is what has been driving up prices has been proven once again, for the third time in my lifetime, to be bunk. America, the most explored and depleted oil and gas field in the world, is now increasing its oil and gas production at such a rate of knots that it is heading towards self-sufficiency. If an oil field as gigantic as the Eagle Ford can be found (through technological innovation) in Texas, think how much awaits explorers in the rest of the world. Even five years ago, gas was thought likely to be the first of the fossil fuels to run out. Nobody thinks that now."

http://www.mattridley.co.uk/blog/gas-and...-fall.aspx

Post: #4

What do you guys think about the singularity? It seems like the inevitable course for any sentient/intelligent species. Are we doomed?

Post: #5

A nice compilation of some official charts and why Moores law does not hold up (for silicon).
http://electroiq.com/blog/2013/11/can-intel-beat-tsmc/

What I think will happen.

stolen from http://www.freerepublic.com/focus/f-news/2883592/posts