Nick O’Connor – Capital and Conflict (Great Britain) –
On the table for you today is an opportunity. A big one. Whether you take it depends on what kind of person you are deep down.
Here’s the story in short:
Right now, a group of technology companies are challenging one of the world’s most powerful industries for supremacy of a huge market.
A Morgan Stanley analyst described it as a “century-old ecosystem being ogled by outside players hungry for a slice of a $10-trillion market… Many want in. It’s just beginning. And it won’t stop.”
This is what’s I’d call an “epochal disruption” – those rare occasions when a new industry challenges an established, wealthy market and changes everything. It’s how new industries are born and old ones die.
It’s how companies like Amazon suddenly emerge and challenge traditional high street shops… or how Netflix challenged the mainstream TV networks almost overnight… or how smartphones made landlines almost redundant. There are countless examples.
But this isn’t a history lesson. My job is to find the next epochal disruption for you.
You see, this is a process that sees vast sums of money change hands. But ironically, it’s one of the hardest things to invest in. Why? Because we’re hardwired to believe that the new and the small can’t challenge the big and established!
It’s part of our nature – we crave stability and predictability and dismiss disruptive change.
I think I can show you where the next big disruption is coming from. It’s unfolding right now in today’s markets. And there are a select handful of companies that are central to it, all of which you can invest in today.
I think it’s an opportunity that everyone needs to understand (though I imagine the vast majority of people to dismiss it as “too speculative” or to “wait and see” how things go).
Which is why I’d like to invite you to join me for our very first live broadcast dedicated to sharing the details of this opportunity with you. At the very least, I think you should join us online – this coming Wednesday at 7pm – and get the full story on this.
Perhaps you’re a technology enthusiast – you can see how emerging technologies will grow into huge, multi-trillion dollar industries, and you want to see some of that growth in your portfolio.
Maybe you want the satisfaction of knowing you saw what other’s couldn’t (or were brave enough to act on that vision) and back tiny companies that become known worldwide.
(Anyone who backed Apple, Amazon or ASOS in the last 20 years – and that’s just the “As” – will know what this feels like. Go look up the share price performance of those companies if you’re interested!)
But maybe not. Some people don’t give a damn about technology. They just want to invest their money in the places it could multiply fastest.
A decade or so ago, that was commodities. Before that it was China during its huge expansion. After that it was small gold stocks and other miners.
There have been countless examples. What they have in common is that there’s always one particular market making the biggest gains for investors – and seeding your money in it early can be hugely profitable.
Perhaps that’s you. You don’t care what the market is… just that it has the potential to turn a small amount of money into an extremely large one.
Today, that means technology. On Wednesday, I’ll be getting much more specific about precisely which sectors and companies I mean by that.
If you’re interested in making huge gains from the tech sector today – I’m talking about shooting for ten times your money at a minimum – then there’s an opportunity you need to see.
It’s all a part of something called “Project 10-X” – in which you’ll discover a series of specific stock opportunities that could make you ten times your money. It’s new (you won’t have seen it before I guarantee), you can follow it all from home and it’s free of charge. If you’re interested, you should follow this link now and find out more.
How new ideas reorder the universe
Astronomy does not describe the universe as it is, but only as we observe it. That theory is correct, therefore, which accounts for our observations. Ptolemy’s theory is perfectly, almost perfectly valid insofar as pure astronomy is concerned, because it saves the phenomena.
This is all that is asked of it, and all that can be asked, in reason. It does discern your principal thing, for that is not to be discerned, and the astronomer who claims otherwise will be hissed off the stage.
That’s an excerpt from John Banville’s Doctor Copernicus. What does it tell us about the opportunity I’ve been telling you about?
Because it describes perfectly what happens when new ideas challenge established ones. It’s a predictable pattern. The “establishment” ignores, then scorns, then dismisses the new idea. The new always does battle with the old. And the old will always have the upper hand at first – until suddenly it doesn’t.
Doctor Copernicus is fiction. But it describes a real shift in scientific thought. Ptolemaic thinking – which had held sway for centuries – held that the Earth was the centre of the universe and the heavens moved around it in the sky.
We know that isn’t the case now. But it wasn’t as crazy as it sounds now. There was a whole industry of scholars who developed mathematical theories as to how it could work. And it appeared – based on the evidence of the day – as if the Sun, Moon, stars and planets moved around the Earth.
Copernicus challenged that idea after 13 centuries. Thirteen centuries in which some of the world’s finest scholars had worked to establish, prove and teach Ptolemaic theory. Why?
Because it’s easier to defend the established order than to challenge it – even if your new way of doing things is better.
As I said earlier, we’re hardwired to think this way. Most people don’t challenge established ideas. This has nothing to do with intelligence; it’s part of who we are. It’s why incumbent ideas, markets and businesses appear so strong. There are always plenty of people on hand to defend the status quo.
But that ignores the fact that new ideas do emerge and challenge established ones. If the idea, and the timing, is right it can take hold at an alarming speed.
The same is true in the market. It’s just with modern technology… new and disruptive business models can take hold even faster.
You couldn’t “go long” Copernicus in the 1500s. If you could, the odds would have been against you. That’s what makes these kind of ideas so profitable when they come off – people consider them unlikely, they’re higher risk… but they can change the world.
I’m going to be developing this idea next week. It’s not all high-concept thinking about the world (though I will confess I have a soft spot for that). I want to turn this kind of idea into a financial strategy complete with stocks you can buy right away.
Associate Publisher, Capital & Conflict