My father was a defense analyst, and so the conversation could get pretty intense around the dinner table.
Usually, I could follow along, but when he started talking about the “credibility gap,” I got a bit lost.
Having been raised on the folklore surrounding George Washington, I just couldn’t believe that a president would ever lie. And so when my father said Lyndon B. Johnson had a “credibility gap” when it came to what he was saying about the Vietnam War, it just didn’t compute.
(Did I mention I was only 10 or so at this time?)
Presidents, of course, aren’t the only ones who can end up with credibility problems.
We took a look at a tech company with a huge credibility gap back on Jan. 10
We saw how they were always making excuses rather than money. And I told you to avoid any hype you heard regarding a “turnaround” in the making.
Turns out, my prediction was dead on the money. Since then, this company has been hit by wave after wave of bad news.
Investors who ignored my warning paid dearly for doing so. This once-proud company’s stock has fallen by roughly 24% since.
Today, I’ll show you exactly what went wrong – and why avoiding losers is so important.
In fact, if you want to make enough wealth to provide for a secure retirement, it’s absolutely crucial
Virtually every polling organization got it dead wrong. The vaunted Clinton Machine seemed to do everything wrong. I’m not even sure Donald Trump himself believed he was going to win.
Whatever happened, we ended up with the biggest election upset in modern U.S. history
But as interesting as that may be… I don’t care.
You see, I’m not a political analyst. My job is not to play favorites or analyze voting patterns.
I’m here to do one thing – put the very best Singularity Plays squarely in front of you.
We’re likely to see U.S. and global markets reel through at least some instability for the next week or so – in fact, we already saw some Tuesday night. Wall Street hates uncertainty, and that’s precisely what we seemto have now.
But I’m certain about one thing. This instability is masking a huge new opportunity in the “How We Survive” window of the Singularity Matrix.
It’s an opportunity that didn’t even exist before Election Day.
There’s a sentiment among warfighters going all the way back to Sun Tzu’s time that goes something like this…
“Amateurs talk weapons and tactics, but pros talk logistics.”
Logistics are what make it possible to actually go somewhere and fight to achieve an objective. And they are hands down the most difficult, costly component of fighting. For each fighting soldier on the field, you need dozens of support personnel in the rear accomplishing hundreds of tasks.
So for thousands of years, generals and military chiefs have always sought ways to make logistics easier, safer, and less expensive.
Well, they would have loved to get their hands on the disruptive technology I’m about to show you. I think it will likely change the way this country fights its wars – forever.
And right now, the company that makes it is “on sale.” It’s been beaten down about 4.5% over the past seven days, giving us a beautiful opportunity to add some more shares and keep our costs down.
These prices won’t last long, though, once Wall Street gets wind of what’s coming through.
All eyes last night were on the U.S. presidential debate, the first of three before Election Day.
Donald Trump and Hillary Clinton faced off for 90 minutes – and some of it was entertaining… a bit of it even enlightening.
But to me, if felt like a big waste of time…
Sure, the two candidates covered international trade, terrorism, crime, “birtherism,” immigration, and – of course – Clinton’s email server.
But when it came to the economy – the engine driving the United States – all I saw or heard was a big black hole of nothing.
Sure, Trump hearkened back the 1970s – or maybe even the 1950s – and called for the return of a robust manufacturing economy (not going to happen). And I’m sure Clinton whispered something about “green jobs”… but I fell asleep there.
Where was the talk about technology – Silicon Valley’s role in the economy, the threat of artificial intelligence, online privacy and surveillance?
Besides some grandpa and grandma-just-got-a-computer-level paranoia about cybersecurity, we got nothing.
While I’m not one for endorsements – my job here is to show you how to profit on the markets, the news, the major trends – there was a candidate I wish was on the stage last night.
She could have led the conversation in a much more interesting direction…
A rogue nation and its cartoonish, unpredictable leader fire two ballistic missiles towards its rival neighbor, a vital U.S. ally. Then the nation claims to have detonated its most powerful atomic bomb ever, which it says will fit nicely on a warhead fitted to those ballistic missiles.
A strongman in charge of a world power decides to invade a sovereign country to “reunite” half its territory with the mother country – twice… and both times during the Olympic Games.
As we all know, these events weren’t lifted from the plot of a spy novel.
They’re happening in the world today. Border wars, frozen conflicts, and saber rattling in the South China Sea, Ukraine, the Russian Caucasus, the Korean Peninsula, Syria, Iraq, Yemen, and Saudi Arabia don’t show any signs of letting up.
A global economy lurching toward recession, bad planning, and poor leadership across the globe don’t help international tensions, either.
But this is precisely the kind of environment lucrative defense stocks thrive in.
In fact, nervous nations with deep pockets are propelling the entire defense sector into a “supercycle” that could be good for steady gains for the next 20 years.
And it doesn’t matter who wins in November, either…
The F-35B stealth fighter from Lockheed Martin Corp. wowed the crowd in its British debut. The ultra-sleek aircraft not only hovered but also turned 360 degrees.
Then there was 737 MAX from Boeing Co. (NYSE: BA). The huge passenger jet, showing off for the first time for an international audience, accomplished an incredible near-vertical takeoff before leveling off and plunging… all on purpose.
Then there were the always hotly watched “backroom deals” – in which Airbus Group SE racked up orders and commitments for 279 planes worth $35 billion, while Boeing brought in orders and commitments for 182 airplanes worth $26.8 billion.
I’m talking about the Farnborough International Airshow, which took place about a week ago near the southern coast of England.
It’s a signature industry meeting in which commercial aerospace and defense firms pile up big sales.
But those stories above are about “old aviation.”
As amazing as some of those aeronautical feats and big-number deals were, the real story at Farnborough involved a fleet of 90 highly advanced tiny fliers.
They truly knocked my socks off, because they point right to the future of a $55 billion industry.
Today I’ll show you how to play this red-hot trend for big tech profits now – and in the long term…
Last week, I recommended picking up shares of Northrop Grumman Corp. (NYSE: NOC) on the dual trend of increasing global tensions and rising defense budgets.
Those shares have already run up 23.5% in the past 12 months. That would be an impressive feat for a small cap, but Grumman is one of the five biggest defense and aerospace firms on the planet.
These kinds of gains prove our thesis about investing to follow Rule No. 3 and “Ride the unstoppable trends.”
Grumman has good company on its ride into the stratosphere. And there is so much money pouring into the defense sector right now – more than $1.75 trillion by 2020 – that it makes sound investment sense to open up our exposure to it a bit and capture even more of the gains this growth sector is offering.
Army Chief of Staff Gen. Mark Milley has been saying the U.S. Army is in a state of “high risk” when it comes to its capability of fighting one or more large conflicts or defending the country.
And Gen. Milley finally went on record with his message in Defense News earlier this month.
Now, he wasn’t saying our military isn’t up to the job – far from it. Rather, he meant that this critical capability is a tall order considering the threats we face right now and into the future.
North Korea, for instance, has announced its development of a miniaturized nuclear warhead. It already has a ballistic missile capable of flight to the U.S. west coast.
Saudi Arabia is fighting a two-front war. Iraq, Syria and Libya are failed states and fertile ground for terror groups like al-Qaidaand the Islamic State. The European Union and Turkey are reeling from homegrown ISIS-sponsored terror and the worst refugee crisis since.
Meanwhile, the National Association of State Chief Information Officers just released a report saying that we likely couldn’t stop a cyberattack that happened simultaneously with a natural disaster, like a Category 5 hurricane, with our current cybersecurity capability.
Clearly, the world is not a safe place right now. And governments here and around the world have their work cut out for them when it comes to providing a defense that can match and defeat the threats.
And they’ll need assistance from the tech and defense companies that have, over the decades, designed and built the innovative and effective weapons systems that have helped win wars around the globe… like the one I want to share with you today.
It’s where our government is turning to help them do all that – and more…
Last week’s 51st Bi-annual Paris Air Show was the event of the year for the Aerospace industry.
Held in Le Bourget Airport in Paris, France, this prestigious air show has brought together industry leaders from across the globe to hunt for new commercial opportunities – and over 2115 exhibitors marketing their latest and greatest projects – for the last century.
As the largest, and longest-running, aerospace trade show in the world, the Paris Air Show features companies from over 44 different countries, 285 official delegations, 3,100 international journalists and nearly 139,000 professionals’ year-over-year.
But you don’t have to be perusing the Parisian halls of Le Bourget to be a part of the action.
For investors, like us, the Paris Air Show is a tipping point for the entire aviation industry. Investors look at this week-long battle royale as a make-it-or-break-it moment to see who will be the leaders in this highly competitive industry and who is likely to come up short.
I’ve been telling you for two years now that we are in the midst of the largest aviation boom in history. An industry that analysts believe could soon topple $5.6 trillion in the next few years.
No doubt, that’s a big number. But it greatly understates the potential that tech investors can find in aviation-related plays.