need to own a vehicle. I realize this is difficult to fathom, however all signs point to a world of driverless cars before we know it. Blockchain technology is synonymous with bitcoin and cryptocurrencies. Even though bitcoin is built on the blockchain, there is much more to the technology. The opportunity I see is the tokenization of everything into digital assets. The blockchain will eliminate the need for middlemen – realtors will be extinct. It will also allow us the ability to invest in everything from fine art and wine to future earnings of athletes... all
via blockchain and tokenization. And the key to these technologies I have mentioned is 5G. Without 5G, there will not be a fleet of autonomous vehicles... There will not be a boom in the Internet of things... And so on. In 2020, the introduction of 5G will start to expand and the invention of new industries will begin. Investors need to ignore all the talking heads that have been calling for a market pullback for years. There is no better time to be in stocks than today. That has been a great underlying trend for companies like Humana (HUM), which has been a three-bagger since. We can use this chart again to highlight another major trend... senior housing and geriatric health care in general. The average age when people will need senior housing and help with daily activities is about 82. Let's do the math... 2020 – 82 = 1938. Now, look at the chart. People born in 1938 will begin to seek more senior health care services beginning in 2020... the bottom of the hill. The growth trend will accelerate each and every year until about 2040. This is huge. In addition, the way that people produce food will be disrupted in the coming decade. This has been a trend a long time in the making, but it's now becoming more cost effective and investable. There's a 1971 book called Diet for a
A Senior Wave and Changes in Food Production
THOMAS CARROLL THE BEST HEALTHCARE ANALYST ONWALL STREET
I originally created my favorite chart in 2008 to illustrate the growth of aging folks who would shortly seek Medicare coverage from private sector insurers. As you can see, people born on the part of the curve with the gold star turned age 65 in 2008 and became eligible for Medicare. This was the beginning of a 15-year "hill" of more and more people joining the ranks.
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December 2019
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