As Martin Wolf of the Financial Times writes,
"We are witnessing the uncontrolled onset of what could be the most important of all humanity's technological innovations"
LIKE MANY TECHNOLOGICAL REVOLUTIONS BEFORE IT, AI WILL CHANGE
THE HUMAN VALUE — AND HENCE THE PRICE — OF ALMOST EVERY ASSET ON THE PLANET
ALMOST CERTAINLY FASTER AND PROBABLY LARGER THAN ANY BEFORE IT
This change is happening slowly at first, but will accelerate exponentially, irrespective of any political or governmental control. Economies, and the government-created paper and now digital money and the values we place on them, are about to change forever.
HOWEVER ONE THING IS CERTAIN — FOOD & SHELTER
THE TWIN NECESSITIES OF HUMAN LIFE FOR 100,000s OF YEARS
WILL REMAIN — THE ONE CONSTANT IN OUR LIVES
BUILDINGS THAT DISTRIBUTE & RETAIL FOOD ARE “SURVIVAL ASSETS”
NOT TO BE CONFUSED WITH ANY OTHER FORM OF COMMERCIAL REAL ESTATE
A TOTALLY DIFFERENT ASSET CLASS & OUR AI FUTURE WILL ONLY COMPOUND THIS
Supermarkets revolutionised food provision over 50 years ago.
Now, with the emergence of AI, their importance is about to be magnified many times over.
They’re about to revolutionise the incorporation of food into healthcare and longevity —
the picks and shovels of AI, the essential building blocks that enable far healthier, far longer lives.
WE AIM TO BUY THE BEST OF THESE BUILDINGS ON BEHALF OF OURSELVES
OUR JOINT VENTURE PARTNERS, OR ON RETAINERS & COMMISSIONS
FROM OTHER INVESTORS WHO SHARE OUR VIEWS
WE CONSIDER INTERNATIONAL CURRENCY DIVERSIFICATION IMPERATIVE
WE FOCUS ON EUROPE - UK - US - CANADA - AUSTRALIA
THE AI FINANCIAL BUBBLE is the world's largest ever global speculative bubble
Sooner or later like every financial bubble in the past, it will burst
That is a mathematical certainty - the only question is when
The longer this AI boom goes on, the more money is invested in it and
the bigger the bubble becomes and therefore the bigger and faster life changes after it bursts
"I have not seen a golden age happening without a crash"
Carlota Perez, author of "Technological Revolutions & Financial Capital
The Dynamics of Bubbles and Golden Ages"
THE INTERNET FINANCIAL BUBBLE burst and technology shares crashed in price
BUT THE INTERNET CHANGED OUR LIVES FOREVER
THE AI FINANCIAL BUBBLE will be the same — it will burst
BUT AI WILL CHANGE OUR LIVES FOREVER
MOST LIKELY FAR MORE DRAMATICALLY THAN THE INTERNET
WHEN THE AI BUBBLE BURSTS THE LAWS OF INVESTMENT WILL
BE REVISITED WITH THE NEED FOR SECURITY & INCOME
BY JUNE OR JULY 2026 THE US DEBT WILL PASS $40T
UNLESS CURTAILED WITHIN 5 YEARS IT WILL HIT $50T CAUSING
INFLATION & BALLOONING UNSUSTAINABLE GOVERNMENT DEBT
As Warren Buffet's greatest mentor, Benjamin Graham defined,
“An investment operation is one which, upon thorough analysis,
promises safety of principal and a satisfactory return.
Operations not meeting these requirements are speculative”.
WE BELIEVE
SUPERMARKET REAL ESTATE
TO BE THE GOLD STANDARD OF
PRIME PHYSICAL SECURITY & PRIME INCOME
IN OUR OPINION AN ESSENTIAL PART
OF ANY AI RESILIENT INVESTMENT PORTFOLIO
We have produced our comprehensive 10 REASONS WHY
and invite you to read them
OTHER POINTS WE COVER THAT MAY BE OF INTEREST
AI LIVES OF LEISURE OR VASTLY INCREASED UNEMPLOYMENT?
STAGFLATION & EVER INCREASING PRICE & INTEREST RATE CONTROLS?
UNIVERSAL BASIC INCOME & GOVERNMENT-CREATED DIGITAL FOOD TOKENS?
DYNAMIC FOOD PRICING — WILL FOOD BE THE SAME PRICE FOR EVERYONE?
GOVERNMENT-CONTROLLED SEMI-NATIONALISED AI ECONOMIES?
EVER INCREASING AI MILITARY HARDWARE REQUIREMENTS?
THE ENERGY WARS HAVE ONLY JUST STARTED — WHAT WILL THEY MEAN
FOR INFLATION AND, MORE IMPORTANTLY, FOOD INFLATION?
WILL GOVERNMENTS CONTROL FOOD & ENERGY PRICES?
WILL AI STAGFLATION REQUIRE LOW, ZERO OR NEGATIVE INTEREST RATES?
GOVERNMENTS & CENTRAL BANKS WILL SUPPRESS INTEREST RATE RISES
BY FINANCIAL REPRESSION — WHAT WILL THIS MEAN?
EVER INCREASING GOVERNMENT DEBT & POSSIBLE DEFAULTS
THE NECESSITY OF AN INTERNATIONALLY DIVERSIFIED ASSET & CURRENCY HEDGE
THE BENEFITS OF SUPERMARKET REAL ESTATE
WHATEVER THE AI FUTURE — SUPERMARKETS SELL FOOD — THE NECESSITY OF OUR LIVES
PRODUCTS THAT CANNOT BE DIGITISED OR EASILY EXPORTED FROM CHINA
LONG TERM LEASES, WITH UPWARD ONLY, IN SOME CASES
ANNUALLY ADJUSTED & INFLATION-INDEXED INCOME
PAID BY THE STRONGEST TENANTS
ASSETS THAT ARE IN EFFECT INVALUABLE
BUT THAT WILL BECOME EVER MORE FINANCIALLY VALUABLE
AS THE AI REVOLUTION TRANSFORMS HUMAN LIFE
If you haven’t already clicked we invite you to again
IF YOU'RE INTERESTED IN THESE INVESTMENTS
BEFORE RECEIVING OUR "10 REASONS WHY" PLEASE EMAIL US
UK
+44(0)790 330 3405
EUROPE - US - CANADA
VIA CANOVA
6900 LUGANO
SWITZERLAND
+41(0)76 221 5286
AUSTRALIA
+61(0)414 305 262
