When we spoke last week, I shared with you that it took me thousands of hours of research and work – wait, make that “blood, sweat, and toil” – to isolate what only seems obvious in full hindsight: the six Unstoppable Trends.
They are energy; demographics; medicine; war, terrorism, & ugliness; and scarcity/allocation.
I’m convinced they’ll continue to do so throughout the 21st century and well beyond.
Well, each one of these trends is backed by trillions of dollars and unfathomably strong momentum; each one is resistant to the kinds of government and banking monkeyshines that have gone on in one form or another for centuries.
Heck, some of the Unstoppable Trends even thrive on that stuff!
Now, I normally keep these recommendations reserved for folks who get my free Total Wealth research, but today, I want to give everyone the chance to pursue the uniquely profitable opportunities the Unstoppable Trends offer.
Let’s jump in…
The Unstoppable Trends Are Beating the Market… as Usual
As I said, the momentum behind these has continued more or less unbroken for centuries, but for us in 2019, it gets even better.
You see, not only are all the Unstoppable Trends intact, many are actually getting even stronger. That means the companies riding them are also getting stronger.
The best example of this is Apple Inc. (NASDAQ: AAPL). I told you last year that this company would double by 2020. It’s already rallied 63.29% on the year, well on its way to what could be a fully realized 100% gain by the end.
It’s beating the S&P 500 by an astounding 2.9x.
Now, granted, I talk about Apple a lot – it is the perfect example, after all. But today, I’m going past just the big tech stocks. We’re going to talk about all six of our Unstoppable Trends. And let me tell you, I’ve even made a point that every dollar you make in the next 10 years will be on this list.
Thing is, I’m not telling you this to brag. What I want you to understand is that stocks backed by Unstoppable Trends have the potential to dramatically outperform the markets.
And that’s why you need to keep every single one of our trends at the top of your mind… so that you can tap into the potential created by trillions of dollars on the move.
Here’s what you need to know about each of our Unstoppable Trends today – starting with the biggest opportunity on the planet right now.
Unstoppable Trend: Energy
It’s probably the most misunderstood of all our trends today. We rarely talk about it on Total Wealth anymore, but that’s not because we don’t see the sector ripe with opportunities.
Here’s the thing: The energy sector is growing increasingly stronger, even though nobody’s talking about it.
It’s easy to forget, but the demand for oil isn’t falling. Heck, it’s not even merely increasing. Instead, it’s accelerating. Not one in 100 investors understands this, which is why many energy companies are priced like they’re going to be out of business a year from now.
Across the board, on a global scale, countries are demanding more oil.
And the fact is people need energy, water, sewage… all the stuff that allows us to live the lives we want. Many pay appealing dividends, which means you can earn a decent income in a permanently low-income world.
In fact, the Organization of the Petroleum Exporting Countries (OPEC) has seen demand rising steadily, even as “signs of stress” appear in the global economy. In the next five years, oil demand is expected to increase by 6.1 million barrels per day (bpd); in the longer term – through 2040 – this number is expected to increase by 12 million bpd, bringing global demand to 110.6 bpd.
Those numbers don’t lie. We’re still seeing the need for oil and other energy sources, and that’s why we’ll continue to seek out bargains in the oil and gas sector for years to come – and why you could potentially collect royalty payments as long as the pumps keep flowing.
Unstoppable Trend: Demographics
The world’s population is about to hit a never-before-seen milestone. According to the U.S. Census, the number of people aged 65 and older will outnumber children younger than four years old worldwide by 2020.
It will be the first time in recorded history that that has been the case.
More than that, it’s estimated that one in five U.S. residents will be retirement age.
Of course, in some countries like Japan, the future is already here. Japan’s aging population has already had huge economic consequences – as America’s will eventually – ranging from diminished productivity to soaring healthcare costs to strained social security programs.
This could mean surging profits for money-doubling medical companies we’ve talked about, like Becton, Dickinson & Co. (NYSE: BDX), and it will contribute to a complete global currency realignment, perhaps even breaking several major currencies – including the yen.
I’ll be following the situation closely, looking for even more investments that could profit from the inevitable consequences of the “Demographic Revolution.”
Unstoppable Trend: Medicine
U.S. healthcare spending comes to $3.1 trillion annually, thanks in large part to uncovered expenses and administrative and operational issues.
The healthcare sector in the United States alone could be the world’s fifth largest economy – smaller than Germany’s, bigger than the United Kingdom’s – if measured on its own, according to Consumer Reports.
More than 57% of Americans have been hit with insane medical bills, from a $540,000 charge for dialysis to a $33,000 broken leg or a $48,000 cat bite.
And these are charges insurance doesn’t cover. With the average health insurance premium hitting $440 per month, per person, you don’t need to do the math to know that there’s a lot of money in the health insurance companies as well.
Factor in the cutting-edge medical technologies and breakthrough treatments that are constantly becoming mainstreamed and implemented in all of the 6,000-plus hospitals across the country, the thousands of dollars that people pay for medications both at the pharmacy and over the counter, and the tech companies working tirelessly to cut costs in wasted fees, and it’s easy to see how the medical sector is backed by trillions of dollars – and how it’s ripe with opportunities for investors like us.
Unstoppable Trend: War, Terrorism, & Ugliness
My least favorite trend – War, Terrorism, & Ugliness – seems to be a growth industry. Much to my dismay, it remains as pertinent as ever, both personally and professionally.
Most prominently, we’ve been following trade tensions with China and the back and forth with tariffs… and a trade deal that won’t ever happen, for better or for worse. There is, of course, the overarching implication that China could use force if they wanted, particularly in the tense South China Sea, where the United States and one small company I know are racing to neutralize any Chinese edge.
Either way, the White House made sure we’re prepared with a $717 billion defense budget for the year.
Like healthcare, the defense sector will benefit enormously from increased government spending and guaranteed contracts as governments gear up to defend against new and emerging threats. As the struggle against ISIS continues and efforts to prevent a nuclear Iran heat up, defense companies like Raytheon Co. (NYSE: RTN) will flourish, and as more and more countries sign on to fight, overseas defense firms like Leonardo SpA (OTCMKTS: FINMY) will, too.
I wish this weren’t the reality we live in. But since it is, we’re compelled to take full advantage of the trillions in capital that are on the move to prepare our portfolios and our profits accordingly.
Unstoppable Trend: Scarcity/Allocation
Mention the words “scarcity” and “allocation,” and most investors – particularly baby boomers – immediately envision energy. I can’t blame them, given the long gas lines of the 1970s, the politically elusive concept of energy independence, and the concept of Peak Oil – all of which have been driven into our consciousness over the past 40 years.
But scarcity/allocation is a trend that’s powered not just by the lack of precious commodities, but also by the allocation of resources – food, water, raw materials, and commodities, even including money itself. Consequently, it’s a perfect way to play central bank meddling.
It’s also front and center when it comes to global resources being more strained than ever before.
The World Bank, for example, estimates that every year, 24 billion tons of fertile soil is lost due to land erosion, while 12 million hectares (29.6 million acres) of fertile land is lost due to drought. This pattern will make companies like CNH Industrial NV (NYSE: CNHI) that deal in agriculture and improved farming methods more in-demand and even more prosperous than they are already.
But back to the money for a second.
People don’t think this way, but money is a resource, too. That’s why exchange-traded funds like the Proshares UltraShort Yen (NYSEArca: YCS) have such potential.
Unstoppable Trend: Technology
Of course, no discussion on the trends would be complete without a reference to technology.
Unfortunately, most investors don’t understand how to play it. They think they do, but what most folks are missing is the distinction between obviation and extinction.
Apple Inc. (NASDAQ: AAPL) is clearly a frontrunner, and I would be remiss not to mention it. We’re talking about its potential all the time – its turn away from devices and into services, its foray into medical technology, its ties to Big Ddata… the company is changing the world.
Or Amazon.com Inc. (NASDAQ: AMZN). The e-commerce giant has exploded to be so much more than a way to shop online. The company offers streaming services, food delivery, its own cloud storage network, electronics like the Kindle, the Fire TV Stick, the Fire Phone, and the voice-enabled smart speaker dubbed “Echo”… as well as everything else under the sun. From jeans to textbooks to furniture, the online retailer is constantly evolving and following the flow to give consumers what they demand.
Microsoft Corp. (NASDAQ: MSFT), meanwhile, is leading the way as a pioneer of cloud technology, investing billions of dollars in the cloud computing field as it transforms from being a software-only company to one that hopes to command the emerging cloud and mobile future. Earlier this week, Microsoft announced the general availability of its new virtual machine instances for Azure, its cloud-based network. The company also just surpassed Amazon as the leader of the cloud technology race that both tech giants have been fighting to dominate.
I love these companies, but I am absolutely watching with bated breath the scores of tiny companies moving into the sector… companies that could skyrocket and become “the next Amazon,” or companies that present truly compelling angel investing potential.
Of course, the next Amazon could very well be… Amazon.
My job is to help you get your share, no matter what the company is, whether it’s Apple, Amazon, or something much smaller.
— Keith Fitz-Gerald
Source: Money Morning