The Great Cashdemic of 2022

It's all-out war in the jobs market. There's a lot of money to be made, but one unlikely victor will emerge (Hint: It’s not Tesla). Alexander Boulden has the details... [Energy and Capital Header] Practical Investment Analysis for the New Energy Economy The Great Cashdemic of 2022 Alex Boulden | Jul 03, 2022 Scrolling through the news feed last week, I came across this headline... [inflation headline] It was the most obvious yet nonspecific statement of the week. Americans have been forced to make choices for the last two years when the entire economy shut down. For the majority of Americans, this isn’t news to anyone. Mitch Roschelle's reason for continued inflation? Rising gas and diesel prices. The mainstream media are always fashionably late to the party. Or what about this headline from CNBC... [cathie wood headline] We’ve covered this ad nauseam in Energy and Capital for the better part of a year. It’s more than a little shocking that it took these millionaire investors so long to come around. And now it’s the topic du jour in the mainstream media. Wood came around to the idea after she said inventories are the highest she’s seen in her 45-year career. For example, The Wall Street Journal recently reported that consumers have cut down their order sizes on Amazon, causing the company to invest less in its upcoming Prime Day. The #1 Strategy for Biotech Stocks? It’s no secret that biotech is the most exciting investment arena there is. There’s never a shortage of demand for new treatments for the world’s worst diseases, like cancer, Alzheimer’s, and arthritis. And with my new trading system, “Project Greenlight,” you’ll always know with up to 95% confidence which of those new medicines will be approved by the FDA and which won’t... This could set investors up to make six figures or more in biotech profits. And right now, there's a tiny biotech firm trading for pennies on the dollar with a medicine that’s on the brink of FDA approval... [Learn more about this unique opportunity today.]( Amazon’s investing dollars are going toward something more pressing right now. It has to do with its labor force, because consumers just aren’t buying enough product. It shows in stock prices... Cathie Wood’s “disruptive” stock picks in her fabled Ark Innovation ETF (NYSE: ARKK) have gone down more than 50% year to date. [ARK Chart] Ah, but now it all comes full circle. You’ve got to remember the stock market has a major psychological component that the rich and powerful often turn a blind eye to. You might do the same if you had that luxury. That’s because their wallets aren’t immediately affected by things like inflation and rising gas prices, so they don’t really see it as a problem... until it is. When you see the media headlines like we did last week, you know there's real trouble. And when the money is real, it gets personal. Cathie Wood’s net worth has fallen from $400 million last year to $140 million today. Ouch. I can only hope it corrects to the upside for the sake of those companies. The #1 Company to Jump-Start a New Era of Nuclear Power There’s a brand-new type of fuel that’s about to usher in the next generation of nuclear energy... And the demand for it is HUGE. Because an entire fleet of smaller, safer, and cleaner nuclear reactors are coming online right now... And they can’t operate without this specific fuel, which is the only kind potent enough to power our electric grid 24/7... The U.S. government granted one company the ONLY license to produce it here in America... [Read more about the sole U.S. company producing this fuel right now.]( It Could Be Worse I'm still optimistic about the overall market — over time, that is. It's just a shame inflation is eating away at the economy right now. When CNBC asked billionaire investor and Home Depot co-founder Ken Langone about his thoughts on the inflation question, he reaffirmed what we’ve been saying in that government overspending is the cause of inflation, not the so-called “Putin price hike”: If you think inflation is bad now, think about what would have happened if BBB had passed. Just think of how much more money would have been thrown onto the fire, how much more gas. So I’m very concerned. He continued with some rock-star advice: We’re a great nation. We always will be. We’re going to make sure we stay great if we can pull all the diverging parts together and say let’s work together. You don’t get everything you want, I don’t get everything I want. But together, we'll have more than we have right now. That's America. That’s when we’re at our best. When asked whether he thought we were in a recession, he said this: I think we are in a recession right now. I think intellectually and mentally, we’re in a recession right now... I think we made a tragic mistake by not being more aggressive and not assuming inflation was the real thing last year. There’s no luxury in saying it’s transitory. None. The fact that we're still in a bear market means investors still haven’t fully priced in the effects of inflation and a recession. After all, declining jobs are one of the main drivers of downward pressure on stock prices, as steady employment ensures more new money can flow into the market. Could This $6 Virginia Tech Upstart Be About to "Crucify" Coal? Approximately 153 U.S. coal plants are expected to shut down by 2025... Plants that currently power a staggering 9.7 million American homes. And now a bizarre metallic substance pioneered by [a tech operation scheming out of Reston, Virginia](... Could take over our crippled coal empire and snatch the $1.14 billion per year in revenues it will leave it its wake. Given that this tiny upstart’s making just over $1 million in revenues... What’s coming could spell a staggering 46,018% gain opportunity for those willing to act soon. What’s in [this breakthrough report]( reveals this may only be the beginning... [So click here now before this opportunity is gone.]( Where Have All the Good Jobs Gone? At the end of April, job openings ticked down to 11.4 million from 11.9 million in March. Although that 11.9 million represents a 20-year high and unemployment stayed at 3.6%, it doesn’t mean those jobs were filled. The Bureau of Labor Statistics indicates the number of hires was little changed at 6.6 million in April. So where did the jobs go? Well, like I mentioned above, companies like Amazon and even Tesla have been investing their money outside of sales and into automation. According to Forbes, in 2020, 60 million humans were supplanted by robots in the workforce. And the World Economic Forum predicts automation will take over 85 million jobs by 2025. Two weeks ago, Amazon unveiled Proteus, its first autonomous bot that will move packages around warehouses. [proteus (bigger)] As discretionary spending decreases, Amazon — and other large companies (ahem, Tesla) — will cut workers and add robots to save money. (It is the Great Cashdemic, after all.) But the bot you see above is small potatoes compared with what’s coming down the line. According to Mordor Intelligence, the global robotics market is expected to reach $74.1 billion by 2026, with a compound annual growth rate (CAGR) of 17.45%. There's a lot of money to be made. That's why [Jeff Bezos and Elon Musk are now in an all-out war for control]( over this multibillion-dollar industry. [Check out the full story here]( about the robot war and the one tiny company that will mint a fortune from it (Hint: It's not Tesla). Stay free, Alexander Boulden Editor, Energy and Capital [[follow basic]Check us out on YouTube!]( After Alexander’s passion for economics and investing drew him to one of the largest financial publishers in the world, where he rubbed elbows with former Chicago Board Options Exchange floor traders, Wall Street hedge fund managers, and International Monetary Fund analysts, he decided to take up the pen and guide others through this new age of investing. [Fb]( [Li]( [Tw]( This email was sent to {EMAIL}. You can manage your subscription and get our privacy policy [here](. Energy and Capital, Copyright © 3 East Read Street, Baltimore, MD 21202. Please note: It is not our intention to send email to anyone who doesn't want it. If you're not sure why you're getting this e-letter, or no longer wish to receive it, get more info [here]( including our privacy policy and information on how to manage your subscription. If you are interested in our other publications, please call our customer service team at [1-877-303-4529](tel:/18773034529).