The Single Best Investable Theme for the Next Decade

Do you like to eat food? Good. Keep on stuffing your fat, fucking, faces–because you’re gonna line my pockets with pure gold over the next decade or two.

Do you know what is the longest running trend, unabated, for the past 150,000 years?

Answer: Human population.

As our society matures and becomes more gay, women are permitted to work outside of their home, away from the children, leaving men with nothing to eat. This, as you know, is a problem. To remedy this issue, men of industry have begun opening casual dining fast food chains, to serve men quality food, without having to make them feel uneasy about eating alone. Granted, women eat at these places too, and on occasion, so do entire families. But let’s get one thing straight here, right now, casual dining is a man’s genre, sans the frozen yogurt joints.

Here in America, the land of the savage human beast, we enjoy a good burger, frenched fry, and even a little milked shake–every so often. Just like the people in London have malted vinegar running through their veins, from all of the fish and chips they consume, Americans have ketchup in theirs.

Over the past 5 years, DPZ has appreciated over 700%. I bet you didn’t know that. Naturally, this can be attributed to men coming home from a long days work to find zero dinner on the table, thanks to his wife working too. In order to alleviate short term starvation, these men dialed their local Domino’s and ordered a few pies to hold them over until their wives came home and cooked a proper meal.

If I was to select three themes over the next decade, I’d choose food, energy and medicine. Technology has been in a deflationary vortex for decades. I have zero interest in long term tech plays. On the other hand, food services and healthcare, those industries are enjoying rapid inflation, and growth. Companies like JAZZ, CELG, HABT, SHAK are the future.

With regard to today’s tape: so far, so good. I told you the auto-shorts were gonna get their clocks cleaned. I don’t like energy, however, despite the WLL action. The price of crude needs to jump higher, in order to get the sector going. We need $65 WTI by April to get another leg higher, otherwise energy shares will be under pressure.

Diversify lads.