Mega Trends

The chart below illustrates exactly why Warren Buffet built his empire in the stock market. In general, stocks outperformed every other asset class! Within the stock market, there are MEGA TRENDS that significantly outperform other investments.

Labor Shortage

Before we get to Mega Trends, visualize one of the key economic problems of the time. A declining population growth results in a declining workforce. As fewer people enter the workforce there are also fewer spenders. This strains economic growth which prompts governments to implement debt growth to grow their GDP. Innovation is the one tool that can solve the labor shortage by increasing the amount of things created at a much cheaper cost. Governments encourage innovation by throwing money at the innovators to solve productive growth. Those innovators are companies, platforms and technologies that can be invested in. These are Mega Trends.

MEGATRENDS

A mega trend is an investment theme expressed through innovative technology that aims to solve economic efficiencies. It is supercharged by government funding and investor greed for profit. Mega trends accrue the most value in the shortest period when the economy accelerates, and the money printer turns on. Ultimately, a mega trend increases economic productivity and efficiency within the global marketplace.

Macro Cycle

Liquidity super charges the economic cycle and even more so the MEGA TRENDS. It also puts some upward pressure on inflation which is the problem we run into today. However, technology is ultimately deflationary. When inflation drops off, Mega Trends explode.

"MEGA TRENDS outperforms everything else when the liquidity and economic cycles converge to the upside"

Advanced Micro Devices: semiconductor chips are base layer assets for the computing technologies underlying artificial intelligence.

Palantir: Big Data + artificial intelligence for defense and supply chain management.

Tesla: electric vehicles + autonomous robo taxi's + Robotics + A.I. + Energy Storage.

Bitcoin: Digital Gold + store of value blockchain network + digital property

Ethereum: Blockchain digital contract network + General purpose Blockchain network

Chainlink: Web 3 interphase for blockchain technology + financial verification infrastructure + decentralized computing technology

All of these technologies should attract massive amounts of capital as they increase economic efficiency.