Boots On The Ground

Good morning folks, 

Markets are still a mess. And my area of interest, innovative tech, has been as action-packed as watching paint dry. 

Yesterday, I shared a few stocks + levels I’m watching to indicate a “shift in the wind.” Read that note here.

But in the meantime, I’m conducting boots on the ground research in an attempt to grasp where we’re at in the Aerial Economy. (Where’s My Flying Car?!)

I ventured to the St. George Regional Airport and stumbled into the Western Sky Aviation Warbird Museum. 

I asked a few old timers if they’ve heard rumblings of eVTOLs making their way to the tarmac.

🦗crickets 🦗

These gentlemen were familiar with the idea, but have yet to see real, material progress at their local airport. 

This response is a double-edged sword. 

On one hand, it’s so early. And on the other hand, it’s too early. 

It’s hilarious, really.

My thesis of flying cars entering our reality is not impossible for folks to grasp, but we haven’t seen it yet. And thus, few believe in my “crazy” theories. 

That said - this gap, in the belief of what’s possible, is our opportunity. 

I firmly believe that if we hold the vision of flying cars, we can achieve this reality. 

If today’s note struck a cord, please email me here. I love connecting with fellow aviation enthusiasts. :) 

P.S. — One of my colleagues, Jeff Macke, also deploys a boots on the ground approach. 

Macke’s bread and butter is in retail. And I’d go so far as to say that Jeff is the “King of Retail” investing. 

Next Thursday, February 19th at 4PM ET, Jeff will be LIVE to explain how the biggest winners in AI may not be the companies building the technology. 

Be sure to save your seat. You don’t want to miss this!

Disclosure: This is not financial advice.