I’m not the only one sounding the alarm…
Two Nobel Prize winners have warned of The Final Displacement.
They know, as I do, this imminent event will trigger a once-in-a-generation wealth shift.
A transfer of wealth that’s already begun with Goldman Sachs estimating 12,400 Americans are being financially destroyed every day… while others grow richer than ever before.
Which side you’re on could depend on what you do next.
Because for those who understand what’s unfolding, this could be one of the greatest wealth-building phenomena of their lives.
But for those who bury their head in the sand… this force threatens to wipe out years of investment returns and could even destroy their financial future.
26 years ago, I started telling friends, family, and anyone who would listen about an unprecedented societal shift that was barreling down on us.
I’d discovered that a new technology was about to unleash massive, almost unimaginable, changes. I likened the impact to the railroad boom, the Industrial Revolution, and the rise of personal computing.
At the time, I was working as an investment analyst for an elite research group, but my colleagues and bosses refused to listen to me.
No matter what I said, they simply would not acknowledge the sands shifting beneath their feet.
The legendary Dr. Kurt Richebächer – one of the world’s leading Austrian economists – even called me and my ideas “radical.”
But I was certain this new technology would trigger a transformation that was simply unfathomable to most people… and those on the frontier could reap financial returns unlike any the world had ever seen before.
So, I decided to put my entire career – not to mention every cent I had – on the line to spread the story myself.
I left my job as a research analyst… went home to my third-floor apartment in one of Baltimore’s worst neighborhoods… and with a borrowed laptop, I wrote my first financial prophecy.
And in an investment paper that’s now been read by more than one hundred thousand people…
I explained how the endless miles of new fiber optic cables being laid was creating a new railroad across America.
And that this new “railroad” was going to upend the telecommunications industry and pave the way for a new internet economy.
I also warned it would decimate some of America's most dominant companies like AT&T.
At the time, this was an outlandish idea, with analysts calling AT&T “dominant”, “unstoppable”, and “the giant that no other company can topple.”
But those who were willing to open their minds to my so-called “radical” ideas were not only able to sell these companies before they collapsed…
They also had the chance to get in early on the firms that would go on to command this new internet economy:
Amazon, Adobe, Qualcomm, SunMicrosystems, Uniphase, Texas Instruments… These are household names now, but when I first recommended them in the late 90s, they were complete unknowns.
Since then, I’ve issued a number of other financial prophecies, many of which have come to pass precisely as I predicted.
But today, I’m stepping forward with a new exposé that I believe could surpass anything I’ve ever done…
It’s an investigation into what I call The Final Displacement… and I don’t think we will ever again see a story that rivals the magnitude of this during my lifetime.
I’m not talking about AI… quantum computing… augmented reality… the blockchain… or anything else you might be thinking of.
No. This is far bigger than them all. In fact…
It’s the cornerstone that all our recent technological innovations have been built upon and the future will be built upon too.
Outside of the labs in the world’s most prestigious universities and tech companies, almost nobody has.
But those who have… those who can see the writing on the wall… they’re investing billions of dollars, as they know this will transform everything.
Marc Andreessen… Ben Horowitz… Elon Musk… Jeff Bezos… Mark Zuckerberg…Jensen Huang… Bill Gates… the list goes on and on.
They know, as I do, that in a few years from now, we will not recognize the world we live in.
How we work, live, communicate, transact… it will all be completely upended by what’s coming next.
Today, I’m going to share it all with you… and I promise you’ve never heard anything like this before.
You see, despite the magnitude of this story, nobody is openly and freely discussing this turning point. And that deeply concerns me, because I believe its emergence will draw an indelible demarcation line in society.
On one side, you’ll have those who understand it, invest in it, and who are greatly enriched by it.
On the other side… you’ll have those who underestimate it, turn a blind eye and are unfortunately impoverished by the sweeping changes it ushers in.
I know what side I’ll be on.
And I know what side I want you to be on.
So go here to watch my full investigation into this story.
Including the names of the companies to buy and sell if you want to capitalize on the impending multi-trillion-dollar displacement.
Partner Content
When Demand Outgrows the Wiring
You don’t need forecasts to see what’s happening. The strain in the real economy is rising faster than the infrastructure meant to support it.
Over the last two years, data centers have shifted from a minor power consumer to a structural force. Utility Dive reported on November 25 that their electricity use—once roughly 4% of U.S. demand—is set to triple by 2028.
This isn’t a theoretical curve. It’s already tightening the grid. Reuters noted last week that regulators are now warning about winter shortages in key load pockets—not due to storms, but to steady, round-the-clock demand from compute infrastructure.
When the baseline load climbs this quickly, the economy adjusts in ways that rarely make the headlines. Pressure moves sideways into other industries, one constraint at a time.
Where Capital Goes When Labor Can’t Keep Up
At a congressional hearing on November 25, U.S. robotics manufacturers made an unusually direct point: technology isn’t the bottleneck. Deployment is. Competing with foreign cost structures requires a pace of adoption the current workforce can’t match.
That tension shows up in the labor data. According to the Federal Reserve Bank of St. Louis on November 23, the job market is cooling—especially for recent graduates—even as industries with chronic skills shortages accelerate investment in automation.
For many companies, the question is no longer “How do we cut costs?” but “How do we maintain output when key roles simply can’t be filled?”
Capital is answering faster than labor markets can adjust.
This isn’t a march toward a fully automated economy. It’s a shift toward reliability—systems that keep production running even when people aren’t available in the numbers companies once took for granted.
Strange events are unfolding in the global financial system. A monetary reset dubbed the "Mar-a-Lago Accord" is quietly in motion, and the financial elite are already taking protective action. If history is any guide, you could lose up to 40% of your wealth in the next two years. Move your money before it's too late. Learn more here.
Partner Content
The Cost of Building Faster
Semiconductors show why acceleration has limits.
On November 26, several outlets reported that TSMC’s Arizona expansion continues to run into the same immovable constraint: plenty of dollars, not enough specialists. Electricians, welders, and precision technicians are now the scarce resource shaping America’s new industrial map.
No amount of political momentum can shorten the time it takes to build that expertise. Equipment can be ordered. Talent cannot.
The logistics sector is feeling a similar pull. As of late November, the push toward “lights-out” warehousing is less about chasing higher margins and more about fortifying throughput against disruptions that have become routine.
he New Balance Sheet of Power
Meanwhile, utilities—long treated as one of the economy’s quietest corners—are acting more like growth companies. They’re negotiating with modular-nuclear startups, investing in grid-enhancing technologies, and competing to secure capacity for hyperscale clients.
This is where serious capital is flowing now: into the copper, steel, and concrete that determine how much of the digital world can actually function.
Not into the next app.
Not into speculative reinventions.
But into the groundwork required for the next decade to operate at all.
The Compass Ahead
For years, America built software faster than it built the infrastructure beneath it. That balance is changing. Digital ambitions have outgrown the physical systems required to sustain them.
And in the years ahead, the advantage will belong to those who understand that progress depends not on ideas alone, but on the capacity—literal and industrial—to carry them.
