And as the money flows in… small companies scattered throughout this area could grow exponentially. And early stakeholders could see huge profits.
That’s why huge investors like Bain Capital, Morgan Stanley and BlackRock – along with a total of more than 220 institutional investors — have already claimed stakes.
And its why Eric Fry has left his beachside home to come to this point – so he could perform more research on a company that he believes could be his biggest call of 2023.
He names this company – and tells you it’s ticker symbol – in his latest video. Just click here.
“This is going to become a playground for the next generation of one percenters – I just hope more everyday people act early so they can cash in on the boom.”
With Fry’s Investment Report, Eric Fry’s goal is to track the world’s biggest macroeconomic and geopolitical events – and help investors make big gains from those emerging opportunities. Eric is a 30-year international finance expert, former hedge fund manager, and InvestorPlace’s resident expert on global investment trends. He founded his own investment management firm and served as a partner several others. In 2016, he won the Portfolios With Purpose stock-picking contest – Wall Street’s most prestigious investment competition – making him America’s Top Trader.
If you are holding cash right now, you are in for a rude awakening…
Because while the financial media keeps everyone’s eyes glued on the bear market, a far bigger event is about to blindside millions of Americans.
I’m not talking about a full-on crash or currency collapse. It’s not higher levels of inflation or even a global recession. No – it’s far rarer (and potentially more lucrative) than anything you’re familiar with.
According to my research, it often shows up right before stocks start to take off. Not in bull markets like last year – but in bear markets just like we’re experiencing right now. For example, our backtests showed 180% average return in 12 months – during the 2008 Financial Crisis.
That’s why I flew 2,600 miles across the country to get the word out and prepare America for this event. On a new episode of Investing Minute, I lay out exactly what is happening and the key steps to take right now.
Plus, I name one investment set to capitalize on this Divergence event in the weeks ahead. I believe this investment could double in price over the next 12 months – just like we saw in 2008.
Don’t be one of the cash holders who get left behind.
With Luke Lango’s Innovation Investor, Luke Lango’s goal is to offer readers research on an elevated small-cap investing strategy that goes beyond anything that’s been done before on Wall Street. Luke was ranked America’s #1 stock picker in 2020 according to TipRanks and has 15 recommendations that have soared as high as 1,000% or more over his tenure.
If you are holding cash right now, you are in for a rude awakening…
Because while the financial media keeps everyone’s eyes glued on the bear market, a far bigger event is about to blindside millions of Americans.
I’m not talking about a full-on crash or currency collapse. It’s not higher levels of inflation or even a global recession. No – it’s far rarer (and potentially more lucrative) than anything you’re familiar with.
According to my research, it often shows up right before stocks start to take off. Not in bull markets like last year – but in bear markets just like we’re experiencing right now. For example, our backtests showed 180% average return in 12 months – during the 2008 Financial Crisis.
That’s why I flew 2,600 miles across the country to get the word out and prepare America for this event. On a new episode of Investing Minute, I lay out exactly what is happening and the key steps to take right now.
Plus, I name one investment set to capitalize on this Divergence event in the weeks ahead. I believe this investment could double in price over the next 12 months – just like we saw in 2008.
Don’t be one of the cash holders who get left behind.
With Luke Lango’s Innovation Investor, Luke Lango’s goal is to offer readers research on an elevated small-cap investing strategy that goes beyond anything that’s been done before on Wall Street. Luke was ranked America’s #1 stock picker in 2020 according to TipRanks and has 15 recommendations that have soared as high as 1,000% or more over his tenure.
It’s been a crazy year in the markets, huh? But what if I told you that all of this craziness is actually creating a huge market opportunity?
You’d look at me funny. You’d be skeptical. And that’s fine. Just don’t disregard me, because I have a ton of data to prove that claim. Today, we sit on the cusp of arguably one of the biggest market opportunities to date.
Yes, I’m aware of all the problems the world is facing today. Decades-high inflation. A U.S. Federal Reserve embarking on the most aggressive rate-hiking cycle in over 40 years. The highest gas prices in decades. The highest grocery prices in decades. The biggest stock market crash since 2008.
Talk about unusual. Talk about volatility. Talk about scary.
Against that backdrop, I wouldn’t blame you for wanting to run for the hills and take cover from the storm. But the great Warren Buffet once said that it is often best to be greedy when others are fearful.
Everyone’s fearful right now.
The American Association of Individual Investors weekly survey has found that for two weeks in a row, the percentage of bearish investors in America has outnumbered the percentage of bullish investors by more than 40%. That’s an unusually high number which marks “peak fear”. Indeed, the net bull ratio has been this low only once before: In early March 2009, the exact same week stocks bottomed after the Great Financial Crisis!
Let that sink in for a moment…
There’s nothing but fear out there. Buffet would tell us to get greedy here. But should we heed those words of advice?
Absolutely.
Over the past several months, my team of elite research analysts and I have embarked on an ambitious project to study the intricacies of stock market crashes throughout the history of modern capitalism – and we discovered something amazing.
More than that, we figured out how to quantitatively identify this phenomenon. Even better yet, we have engineered a way to take advantage of it and are ready to release this info out to the public.
I know. That may sound pretty counterintuitive, given what’s going in the market right now.
But I’m staking my career on this claim. Because it’s really not an opinion. It’s a fact. Backed by data. Backed by history. Backed by statistics and mathematics. Backed by the biggest market phenomenon in history.
By uncovering early investments in hypergrowth industries, Luke Lango puts you on the ground-floor of world-changing megatrends.
About
With Luke Lango’s Innovation Investor, Luke Lango’s goal is to offer readers research on an elevated small-cap investing strategy that goes beyond anything that’s been done before on Wall Street. Luke was ranked America’s #1 stock picker in 2020 according to TipRanks and has 15 recommendations that have soared as high as 1,000% or more over his tenure.
So said the late (and great) Steve Jobs when he unveiled the first iPhone back on January 9, 2007, implying that the newly launched iPod-lookalike with Blackberry-level functionality was one such revolutionary product.
He wasn’t wrong. In fact, he couldn’t have been more right.
Today, there are more than a billion iPhones in the hands of people all across the globe. Last quarter alone, Apple sold more than $50 billion worth of iPhones, and Apple is now the most valuable company in the world, with a $2.2 TRILLION market capitalization.
Talk about a revolutionary product. Since the iPhone was announced in early 2007, Apple stock has risen more than 4,000%, turning every $10,000 investment into more than $400,000!
Important to note: Apple launched the iPhone in 2007, just a year before the U.S. economy plunged into its worst recession since 1930, and still, Apple stock rose more than 4,000% from that moment. The point, of course, is that revolutionary products grow right through recessions.
Now… what if I told you that Apple was about to do it all over again?
That is, what if I told you that Apple is about to launch another revolutionary new product over the next 12 months? Better yet, what if I told you that this new Apple product could be even more revolutionary than the iPhone? And, perhaps best yet, what if I told you that this new product was the last big idea from the great Steve Jobs himself?
In 2008 – just a year after the launch of the iPhone – Steve Jobs speculated in multiple meetings with senior Apple execs that the company’s next big breakthrough product after the iPhone would be an Apple Car.
Nearly 15 years later, that vision is becoming a reality.
Dubbed “Project Titan” by insiders, Apple has been quietly developing an autonomous electric vehicle for years now.
Rumors first broke about an Apple Car back in 2015. Then, in a somewhat dramatic pivot in 2017, Apple decided to ditch making a full car in favor of just developing self-driving technology. In an equally dramatic pivot in 2019, Apple switched back to plans to make a full-scale Apple Car. And just last year, Digitimes reported that Apple is planning to mass produce its long-awaited and highly-anticipated Apple Car in 2024.
So, what’s with this whole “car” thing? Why isn’t Apple just making a better iPhone? Why are they making an EV?
The answer has to do with technology adoption rates.
In terms of adoption rates, EV technology is today where smartphone technology was back when the iPhone launched.
The iPhone launched in 2007. At the time, smartphone penetration rates in the U.S. were about 10%. Last year, EV penetration rates globally were about 10%.
Apple knows from its success with the iPhone that the key to driving long-term growth through a revolutionary product is to launch that product right when adoption of that product’s technology is about 10%.
Of course, the Apple Car will be a hit. This is Apple we’re talking about. Everything they do is a hit. The iPhone. The Mac. The iPad. The Apple Watch.
Soon, we’ll be adding the Apple Car to that list – and it’ll be Apple’s biggest product yet, because the auto market is significantly larger than the smartphone, computer, tablet, and smartwatch markets put together!
To play this coming Apple Car megatrend, you could buy Apple stock. But let’s face it: With a $2 trillion market cap, Apple stock’s days of scoring investors 10X or greater returns is behind it.
By uncovering early investments in hypergrowth industries, Luke Lango puts you on the ground-floor of world-changing megatrends.
About
With Luke Lango’s Innovation Investor, Luke Lango’s goal is to offer readers research on an elevated small-cap investing strategy that goes beyond anything that’s been done before on Wall Street. Luke was ranked America’s #1 stock picker in 2020 according to TipRanks and has 15 recommendations that have soared as high as 1,000% or more over his tenure.
We have what amounts to a pretty big demand overestimation, and that’s leading to an unprecedentedly large supply glut.
According to Burry, this will lead to disinflation in the back half of 2022, which will force the Fed to pause rate hikes and end quantitative tightening.
That will lead to a sharp decline in Treasury yields that will spark an equally sharp rally in growth stocks.
[Editor’s note: “Legend Michael Burry Warns of ‘Disinflation’ and Soaring Growth Stocks” was previously published in June 2022. It has since been updated to include the most relevant information available.]
If there’s one person that every investor should listen to during a bear market, it’s Michael Burry. When the esteemed hedge fund manager of Big Short fame speaks, I’m keen to listen. He correctly predicted the subprime mortgage market meltdown in 2008, after all.
That’s right. The bear market genius Burry himself is suddenly sounding a bullish tone.
So, what exactly did Burry say? How is it bullish for growth stocks? And is he right?
Let’s take a deeper look.
The Tweet
On June 27, Michael Burry sent the following tweet. It linked to an article about how retailers like Walmart (WMT) and Target (TGT) are very overstocked these days.
Burry basically said that the macroeconomic environment will do a complete 180 over the next six months.
Over the past 18 months, supply shortages have coupled with the unleashing of pent-up consumer demand and pandemic-juiced savings accounts. This created a situation of super-low supply and super-high demand. We simply had too many dollars chasing too few goods. And consequently, inflation soared.
But according to Burry, all those dynamics are now reversing course.
Retailers incorrectly forecasted that 2021’s pent-up consumer demand would persist into 2022. So, they over-ordered a bunch of products for those consumers to buy. That led to an over-ordering of supplies from manufacturers to make those products. And then that led to an over-ordering of raw resources from suppliers to make the supplies for those products.
This is the “bullwhip effect” Burry is referring to. Like a bullwhip, a slight change on one end of the supply chain leads to exponentially larger changes further along. Here, an increased demand forecast led to bulk overordering at the manufacturer and supplier levels.
The result is that even a small demand overestimation can create sizable supply gluts. The problem with the current situation, Burry says, is that every retailer overestimated demand. So, we have what amounts to a pretty big demand overestimation, and that’s leading to an unprecedentedly large supply glut.
Retailers are now rushing to clear those supply gluts. That means deep discounts. But it’ll happen against the backdrop of a consumer who is cutting back on discretionary spend due to recession fears. The result will be a round of deep price cuts on tons of items.
According to Burry, this will lead to disinflation in the back half of 2022. And this will in turn force the Fed to pause rate hikes and end quantitative tightening.
In short, the past 18 months have seen too many dollars chasing too few goods, breakaway inflation, and higher rates. But Burry says the next six months will see too few dollars chasing too many goods, disinflation, and lower rates.
Burry is calling for disinflation and a dovish Fed policy pivot over the next six months. If he’s right, growth stocks are set to soar.
When inflation is running hot, the Fed hikes rates to curtail economic demand to bring inflation down. When it’s hiking rates, Treasury yields tend to rise to account for higher risk-free borrowing rates.
And when Treasury yields rise, growth stocks fall.
This goes back to Valuation 101. A company’s value is equal to the net present value of all its future cash flows, plus its current book value. For growth stocks, the bulk of the valuation is tied up in the net present value of future cash flows. And that goes down when Treasury yields go up. Therefore, when Treasury yields rise, growth stock valuations are disproportionately impacted.
This has been very true over the past 16 months. When yields were mostly flat throughout 2021, growth stocks traded sideways. But when yields started marching higher in late 2021, stocks began falling. Throughout most of this year, yields have been soaring while growth stocks have been crashing.
If yields suddenly reverse course and start crashing, it reasons that growth stocks will start soaring.
If Burry is right, that’s exactly what will happen.
Disinflation will force the Fed to either pause rate hikes or even cut rates. And that will lead to a sharp decline in Treasury yields that will spark a huge rally in growth stocks.
Fortunately for growth stock bulls, we think Burry is 100% right.
Why Michael Burry Is Right
The bulk of evidence today suggests that the bear market king is right yet again: Disinflation is on the way.
Walmart. Target. Best Buy (BBY). Gap (GPS). American Eagle (AEO). Urban Outfitters (URBN). All those retail giants reported quarterly numbers in recent months. All said they have too much inventory and that they need to clear it.
On a conference call with analysts, Urban Outfitters CEO Richard Hayne said:
“There is a surplus of inventory… across the board at retail right now.”
This surplus is clear in the data. Retailers Inventories dropped well-below “trend” during 2020. But they started to rebuild in 2021, and now they’re back to their trendline in mid-2022. Yet consumer confidence has plunged to record lows, and gas prices have soared.
In other words, we’re rapidly shifting to a “too few dollars chasing too many goods” environment.
The result? Inflation will turn into disinflation. Rate hikes will become rate cuts. Spiking Treasury yields will plunge. And crashing growth stocks will soar.
When it comes to making money in bear markets, there is no one like Michael Burry. He is the king of turning bear markets into generational money-making opportunities.
And he’s called for disinflation and a dovish Fed policy pivot over the next six months. If he’s right — and we think he will be proven right yet again — then growth stocks are due for an enormous, face-melting rally into the end of the year.
You’re probably thinking of a sub-$5 stock that practically no one has heard of. Maybe it’s run by some of the most talented people in the world that have developed a breakthrough, patented technology. And it has the potential to transform a multi-trillion-dollar industry.
Maybe the stock has more than 10X upside potential. Maybe the tech has already been validated by big-time customers in real-world use cases. And maybe the company even has a potential tie-in with a major firm, like Apple (AAPL).
And Luke Lango, the analyst who was ranked as America’s #1 Stock Picker in 2020 by TipRanks, has found a backdoor Apple play that could give early investors a shot at 40X gains.
Most Americans don’t know the REAL REASON things have gotten so warped in America…
They don’t know why the system is working great for a select few… But is a complete disaster for everyone else.
Mr. Navellier is in a unique position to know why…
Forty-two years ago he was a federal banking regulator. He’s made a career out of helping Americans sidestep Black Monday in 1987, the dot-com crash in 2000, and the financial crisis in 2008.
He learned why his blue-collar parents worked so hard in the 1970s, but never got ahead. So Navellier did what any self-respecting, hardworking American would do…
He quit.
With some saved-up cash — and an idea about how the markets really worked — he started his own investment firm.
Today, Navellier manages over $2 billion in assets. Some 200 pension and institutional money managers have entrusted him with their money.
“I definitely DO NOT believe America’s best days are behind us. That said… as a family man who’s spent more than 40 years at the apex of Wall Street, I definitely DO believe you are 100% responsible for understanding the incredible force creating the large and expanding chasm between the Haves and the Have Nots…
“Most Americans are completely unprepared for a new financial event about to make it even worse. I definitely believe you are 100% responsible for protecting your own family and taking a few simple preparations, especially when they are so cheap and easy to do…”
In Growth Investor, we focus on today’s best mid- to large-cap stocks from a variety of sectors. The Buy List contains specific Buy Below prices and is always sorted into 3 categories of portfolio risk–Conservative, Moderately Aggressive or Aggressive–so you can buy according to your personal risk tolerance. Louis Navellier has been involved in the investing world for over 30 years. Since founding their research firm 45 years ago, their elite group has been responsible for accurately forecasting many of the world’s most innovative technological trends and breakthroughs long before they achieved mainstream acceptance.
In Growth Investor, we focus on today’s best mid- to large-cap stocks from a variety of sectors. The Buy List contains specific Buy Below prices and is always sorted into 3 categories of portfolio risk–Conservative, Moderately Aggressive or Aggressive–so you can buy according to your personal risk tolerance. Louis Navellier has been involved in the investing world for over 30 years. Since founding their research firm 45 years ago, their elite group has been responsible for accurately forecasting many of the world’s most innovative technological trends and breakthroughs long before they achieved mainstream acceptance.
With Luke Lango’s Innovation Investor, Luke Lango’s goal is to offer readers research on an elevated small-cap investing strategy that goes beyond anything that’s been done before on Wall Street. Luke was ranked America’s #1 stock picker in 2020 according to TipRanks and has 15 recommendations that have soared as high as 1,000% or more over his tenure.
It’s a company he’s touted as the best business he knows in the world…
A company that’s been ranked as the #1 most valuable company time and time again.
I’m talking about Apple Inc.
You see, after over 7 months of research…
My team and I have discovered that Apple is about to unveil a product that could completely transform the way we think of Apple as a company forever.
It could be 10X bigger than the iPad… the MacBook… and the iPhone… COMBINED.
In fact, it stands at the center of an emerging industry Bloomberg forecasts will grow as much as 19,254% in the coming years!
Early investors could make huge returns if they know where to position themselves… and while following Warren Buffet in buying Apple would be a great decision…
I’ve discovered a bigger opportunity hiding under Wall Street’s radar… a potential backdoor Apple play my research shows could 40X your money once this device goes live.
The best part is all you need is $5 to position yourself TODAY!
With Luke Lango’s Innovation Investor, Luke Lango’s goal is to offer readers research on an elevated small-cap investing strategy that goes beyond anything that’s been done before on Wall Street. Luke was ranked America’s #1 stock picker in 2020 according to TipRanks and has 15 recommendations that have soared as high as 1,000% or more over his tenure.
