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BRADLEY ROTTER
SPECULATOR




     brad@rotter.com
Investing at the Peak of US
Civilization
US Civilization Just Peaked


 Consequences are so
 great, it is dif๏ฌcult to believe
 (and see)
There are obviously many
factors at work, but


The biggest of factor of them
all is.......
THE INTERNET


Wouldnโ€™t it be ironic if our
greatest gift to the planet was
also......the lynchpin of our
demise?
THE INTERNET enables
 Arbitrage
IDEAS
CURRENCY
INTELLECTUAL PROPERTY
CAPITAL INVESTMENT
BUSINES MODELS
ARBITRAGE ALWAYS HAS
ONE OUTCOME



 DIFFERENCES NARROW
THE DIFFERENCE THAT IS
BEING NARROWED


 OUR STANDARD OF LIVING
 DIFFERENTIAL
LAST MOVER ADVANTAGE
INVESTING AT THE PEAK
OF U S CIVILIZATION

CHALLENGING AT BEST
UNIT OF TIME HAS CHANGED
MARKET BECOMING MORE EFFICIENT EVERY 15
MINUTES
ADD GLOBAL DELEVERAGING TO EQUATION
HAVE A VERY FINE FILTER

REAL ESTATE CANโ€™T RECOVER UNTIL MORTGAGE
MARKET DOES
HEDGE FUNDS ARE TO EXPENSIVE GIVEN
OPPORTUNITIES
PREPARE FOR INFLATION
GENERAL CONSENSUS
ALMOST ALWAYS WRONG

THERE ARE 9 PLANETS
APPENDIX HAS NO FUNCTION
GLOBAL WARMING
BRADLEY ROTTER
SPECULATOR




brad@rotter.com
415 643 5050

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052608 Investing At The Peak