By Jeff Brown, editor, The Bleeding Edge I’m an optimist by nature. As longtime readers know, I believe we are on the verge of an age of abundance. This future will be made possible thanks to technologies like precision medicine, artificial intelligence, cloud computing, quantum computing, and the next generation of clean energy production – nuclear fusion. Fortunes will be made in the years ahead. But not everybody will be on the right side of market history. In fact, I predict we’re on the verge of a splintering in the market. Jeff Brown's Warning to President Trump What does that mean? It means some stodgy incumbents will fall hard. But a handful of technology investments are well positioned for our new economic environment. And I predict they will soar in the years ahead. As investors, it’s critical that we’re on the right side of this trend… | Recommended Link | | DID YOU MISS THIS $735 MILLION LIVESTREAM? An anomaly is now ripping through the stock market. Over 15,000 regular people have already had the opportunity to log in to their brokerage accounts… And learn how to collect a cool $26.25 million combined or more. It’s all thanks to hedge fund legend Teeka Tiwari… And it’s about to get even better over the next 21 days. Don’t miss out… In this livestream replay, you’ll get the names and ticker symbols of the top 3 stocks he’s targeting… So, you can join them and learn how to collect your share. | | | -- | The Real Black Swan When COVID-19 began to spread globally, many analysts referred to it as a “black swan.” In other words, it was one of those rare events that dramatically changes the course of history. I disagreed. Society has been dealing with global pandemics and coronaviruses since the dawn of time. COVID-19 was not the first. It won’t be the last. The real “black swan” event was our reaction to the virus – the global economic lockdowns and new social practices like social distancing and contactless transactions. This dynamic has pulled forward some tech trends by 5 to 10 years. For example, we’ve been talking about teleworking for the last 20 years. But what has happened over the past two decades? Organizations and their management teams became even more centralized, and urban centers grew. Companies and managers were reluctant to have their workforce go remote. After all, managers felt they couldn’t control and manage their employees if they couldn’t “see” what they were doing all day long. But now they’ve been forced to do just that. As recently as March, it was estimated that almost 6 out of every 10 Americans were working from home. And this trend will persist even after the pandemic passes. And Pinterest (PINS) recently forked over nearly $90 million to break its contract on a San Francisco office complex. It won’t need the space in a remote work environment. Or consider e-commerce. Earlier this year, many online retail categories showed a 74% increase in online orders immediately following the economic lockdowns. In August, we learned that U.S. e-commerce as a percent of retail sales shot up 36% quarter on quarter and an incredible 49% year on year.  But remember, even with this spike, e-commerce still only accounts for 16.1% of total retail sales. This trend is far from over. Let’s consider one more example. Earlier this year, Nokia (NOK) released data saying that most wireless networks around the world see 30–45% growth in traffic over a year. But peak usage jumped 20–40% over a period of just four weeks during the lockdowns. These numbers are beyond crazy. And it’s all because people have been working and entertaining themselves from home. Videoconferencing traffic – for both work and socializing – spiked an astonishing 300%. Gaming traffic exploded 400%… because the kids were staying home from school… And let’s be honest, a few adults are having fun gaming at home, too. To put this growth in context, network data traffic would more than double every 12 months if this persists. We are talking about exponential growth. And it is overwhelming networks all over the world. These are not one-off occurrences. This represents the very beginning of a multiyear trend that will reshape how we work, shop, and communicate. | Recommended Link | This Tiny Piece of Tech Could Destroy China's Entire Economy… The U.S. military, Google, Amazon, and Apple… have all joined forces to develop the most advanced "weapon" in history. And it's aimed straight at China. This modern-day "Manhattan Project" is worth a potential $15 trillion… And one small company's tech makes the whole thing go. | | | -- | Lying in Wait It may sound strange to say that anything “good” has come from COVID-19 and the economic lockdowns. But for some technology companies, this is the moment they have been waiting for. Technology executives have been “lying in wait” for a catalyst like this. They needed a trigger to “force” the mass adoption of their products and services. And we’re already seeing some clear winners. Three stocks that my readers have profited from are Amazon (AMZN), Square (SQ), and DocuSign (DOCU). Amazon’s e-commerce and logistics network basically became a public good when the lockdowns hit the U.S. earlier this year. Many consumers bought groceries, and other everyday items, from Amazon’s online store for the first time. And the dramatic spike in cloud-based applications created even more demand for Amazon Web Services (AWS). Square’s peer-to-peer money transfer application, Cash App, is the simplest and most user-friendly way to conduct contactless transactions. And DocuSign – a company that specializes in online contracts – saw its share price surge as the world socially distanced and conducted more business transactions online.  These are just three examples. There are more. And this trend will continue for years to come. In fact, I believe the returns we’ve seen so far will look tame compared to what’s coming next. Because of the pandemic, and the subsequent lockdowns, technology trends that were 5 to 10 years away are now only a few months out or are already here. And I’ve found the perfect way to profit from this “New World Order.” I’m going to reveal the answers on Wednesday, October 21, at 8 p.m. ET. On that day, I’m hosting a special investing summit. We’re calling it Jeff Brown: Beyond Exponential. On that day, I’ll reveal how everyday investors can build a million-dollar tech portfolio – from scratch – in today’s market. These are the stocks I would personally want to own in my own portfolio. So be sure you mark that date on your calendar. And I’ll see you there. Regards, Jeff Brown Editor, The Bleeding Edge P.S. In early 2016, I recommended NVIDIA to a group of wealthy private investors. NVIDIA went on to soar more than 1,863%. Now I believe I’ve found the company that could rival NVIDIA. I’ll give readers the name of this company for free during the investment summit. To claim it, readers can go right here to sign up for our free VIP text alert service.  Like what you’re reading? Send your thoughts to feedback@caseyresearch.com. In Case You Missed It… Millionaire Going Public: "This Is My #1 Gold Secret" Want to make money from gold but don't own any? Then you'll want to watch this short video. In the first few minutes, multi-millionaire Doug Casey shares his #1 Gold Secret… Yes, YOU – and everyone – can profit from gold… without owning a single ounce. And you can get started with as little as $5… Yes! Show Me Doug's #1 Gold Secret.  |
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