The Investment Management Handbook
Modern day investment themes are revealed by professionals from inside the Investment Management industry.
The Investment Management Handbook includes chapters on stocks, bonds, semiconductors, outer space, data centers, cryptocurrencies, nuclear energy, oil, gas, agriculture, technology, ESG, healthcare, defense, technology, bulls, bears and one boring chapter on municipal bonds.
Investors can see the performance of the mentioned investments with daily stock charts embedded in each chapter.
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A perfect gift for your graduate!
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Amazing tool for training AI Agents!
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No recurring subscription. No expiration date. No upsell.
Not your 1970's investment book...
Modern day investment themes are revealed by professionals from inside the Investment Management industry.
The Investment Management Handbook includes chapters on stocks, bonds, semiconductors, outer space, data centers, cryptocurrencies, nuclear energy, oil, gas, agriculture, technology, ESG, healthcare, defense, technology, bulls, bears and one boring chapter on municipal bonds.
Investors can see the performance of the mentioned investments with daily stock charts embedded in each chapter.
-
A perfect gift for your graduate!
-
Amazing tool for training AI Agents!
-
No recurring subscription. No expiration date. No upsell.
Not your 1970's investment book...
1. Target replacements
2. Lost
3. Pare Risk
4. Efficiency
5. Small companies
6. Municipal boredom
7. Semiconductors
8. Outer space
9. Bitcoins and crypto
10. Navigating bonds
11. Opportunistic hawks
12. Future uncertainties
13. ESG World
14. Bullish and bearish tech
15. Cover me
16. Soft agriculture
17. Oil
18. Go nuclear
19. Exploding gas
20. Super sizing it
21. Losing it
22. Health
23. Utilities and data centers
24. Defensive posturing
25. Is China investable?
26. Is Vietnam the new China?
Chapter 8 - How to Invest in Outer Space
Dan Goldin, the longest tenured Chief Administrator of NASA, loved this chapter on outer space. Maybe you will too!
Sincerely,
Brad Gilbert
What exactly is space? What exactly is the space industry?
Let’s define space first. There are different theories and governmental agency definitions that result in different numbers of miles over the earth that space begins. Regardless of these different definitions, typically 50-100 miles above sea level, an entity that is flying and is no longer needing propulsion to fight gravity is an entity suspended in space.
Governments have certain measurements because they want to control their air space for purposes of national defense. Scientists or mathematicians have different measurements because their purposes are about scientific and technological breakthroughs. Scientists and mathematicians are limited to what governments allow them to fly over their air space. Despite the different accords between nations, there is not an entity that owns space while commercial purposes are growing faster than ever.
Now, let’s define the space industry. There are three main sources of money flows that create the space industry.
Government spending
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In 2023 India accomplished becoming only the fourth country to land on the moon.
Travel spending
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Five companies have taken 63 people into space for adventure tourism and space experiences.
Commercial spending
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Satellite based internet-accessibility projects such as “Internet Para Todos” (IpT).
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Satellites used for observational purposes during data-driven agriculture or disaster-relief efforts.
-
Lofty goals of commercial asteroid mining by Origin Space, a Chinese space mining company.
That’s right, Commercial Space Flight!
We are now at a place in history where travel and commercial purposes are fueling the rockets entering space. Virgin Galactic has placed 16 paying customers into sub-orbital space flight. Blue Origin has launched 29 space tourists.
Ultimately, Blue Origin wants to “tap into the limitless resources of space and enable the movement of damaging industries into space to preserve Earth.”
The space economy was valued at $330 billion in 2023. The compound annual growth rate (CAGR) is expected to be 6 — 10 % per year out to 2040. If we assume the actual CAGR to be in the middle of that range at 8%, the value of the space industry will double every nine years. The space industry could easily be seen as a trillion-dollar industry by 2040.
Space is included in the national defense budget of the United States. Fiscal year-to-date numbers in 2024 place the national defense budget at $874 billion. When we look at spending on national defense, there is a consistent trend towards growth. The United States government is a major contributor to the space industry and has not shown any notable decrease in national defense expenditures dating back to WWII.
The Compound Annual Growth Rate (CAGR) of the global economy is projected to be only 3.1% over the next five years. This presents an interesting opportunity for space industry investors to boost their gains higher than a globally diversified stock and bond portfolio. How does an investor access this expanding industry with relative safety?
There are ETFs that focus on the space industry. We have analyzed four of these in order to start understanding the viability of our investment thesis. ... ...
- Best Value
Investment Management Handbook - Digital
49$Immediate digital access to the Investment Management Handbook. Includes daily stock charts in each chapter.- Immediate digital access to all 25 chapters.
- Daily stock charts display the mentioned investments.
Enjoy a sample ...
Chapter 8 - How to Invest in Outer Space
Dan Goldin, the longest tenured Chief Administrator of NASA, loved our chapter on outer space. Maybe you will too!
Sincerely,
Brad Gilbert
Growth of the U.S. National Defense budget
The Compound Annual Growth Rate (CAGR) of the global economy is projected to be only 3.1% over the next five years. This presents an interesting opportunity for space industry investors to boost their gains higher than a globally diversified stock and bond portfolio. How does an investor access this expanding industry with relative safety?
There are ETFs that focus on the space industry. We have analyzed four of these in order to start understanding the viability of our investment thesis. ... ...
What exactly is space? What exactly is the space industry?
Let’s define space first. There are different theories and governmental agency definitions that result in different numbers of miles over the earth that space begins. Regardless of these different definitions, typically 50-100 miles above sea level, an entity that is flying and is no longer needing propulsion to fight gravity is an entity suspended in space.
Governments have certain measurements because they want to control their air space for purposes of national defense. Scientists or mathematicians have different measurements because their purposes are about scientific and technological breakthroughs. Scientists and mathematicians are limited to what governments allow them to fly over their air space. Despite the different accords between nations, there is not an entity that owns space while commercial purposes are growing faster than ever.
Now, let’s define the space industry. There are three main sources of money flows that create the space industry.
Government spending
-
In 2023 India accomplished becoming only the fourth country to land on the moon.
Travel spending
-
Five companies have taken 63 people into space for adventure tourism and space experiences.
Commercial spending
-
Satellite based internet-accessibility projects such as “Internet Para Todos” (IpT).
-
Satellites used for observational purposes during data-driven agriculture or disaster-relief efforts.
-
Lofty goals of commercial asteroid mining by Origin Space, a Chinese space mining company.
That's right, Commercial Space flight!
We are now at a place in history where travel and commercial purposes are fueling the rockets entering space. Virgin Galactic has placed 16 paying customers into sub-orbital space flight. Blue Origin has launched 29 space tourists.
Ultimately, Blue Origin wants to “tap into the limitless resources of space and enable the movement of damaging industries into space to preserve Earth.”
The space economy was valued at $330 billion in 2023. The compound annual growth rate (CAGR) is expected to be 6 — 10 % per year out to 2040. If we assume the actual CAGR to be in the middle of that range at 8%, the value of the space industry will double every nine years. The space industry could easily be seen as a trillion-dollar industry by 2040.
Space is included in the national defense budget of the United States. Fiscal year-to-date numbers in 2024 place the national defense budget at $874 billion. When we look at spending on national defense, there is a consistent trend towards growth. The United States government is a major contributor to the space industry and has not shown any notable decrease in national defense expenditures dating back to WWII.
- Best Value
Investment Management Handbook - Digital
49$Immediate digital access to the Investment Management Handbook. Includes daily stock charts in each chapter.- Immediate digital access to all 25 chapters.
- Daily stock charts display the mentioned investments.