Real Investors Don't Do This

Dear Reader,

One of my longtime mentors once told me a simple rule of investing that I’ve thought about every day since…

“Good investing has no politics.”

It’s been years since I heard those words uttered, but the topic of that particular conversation would have been eerily relevant today — Russian oil and gas stocks. 

For an ex-Muscovite naturalized American citizen with a healthy fear and hatred for all things relating to the Kremlin, the idea of putting money into a corporation that’s controlled by the nucleus of evil definitely pushed my emotional buttons, but those five simple words immediately re-centered me. 

I wasn’t investing to support a cause. I wasn’t investing to make a statement. I was investing to increase the value of the principal. That was it. 

If there were any other guiding directives behind my decision-making, I would be engaging in some other activity. 

Call it activism, call it virtue signaling, call it sheer stupidity… Any or all of those terms apply, but not investing. 

How Many Rich Activists Do You Know?

Flash-forward a number of years to the present day, and other than the long-term prospects for any Russian stocks, nothing has changed. 

Investing, true investing, has no politics. Investors who make decisions based on politics are no longer investors, as the state of their bottom line is no longer their primary concern. 

Even George Soros was a shameless speculator and currency manipulator before becoming the world's wealthiest social justice warrior.

Now, if you think that this is a springboard for releasing a giant bowel movement upon the face of ESG investing, you’d be wrong. 

That topic deserves its own book.

What I do want to do is illustrate how a truly apolitical investor will view one of today’s most politically charged topics: rechargeable batteries. 

Do You See a Catalyst? Then Look No Further…

Now, to many conspiracy theorists, the lithium-ion battery craze of the last two–three decades is a symbol of coming oppression. 

You probably already know the story all too well. Global elites and governments have concocted a scheme to force us all to take public transportation and eat crickets while they jet around the world, stuffing themselves with truffle-infused wagyu beef while slugging down gallons of Dom and Cristal. 

Rechargeable batteries, which have been billed as the energy storage medium of the future, are at the heart of this theory. 

With them, we can move away from oil, become more reliant on renewable energy sources, and all live in a big, happy global commune where nobody needs or wants for anything. 

That’s the CliffsNotes version of the theory, but it leaves the question: Should an investor, a real investor, put money into this society-redefining, NWO-driven bull market?

Well, let’s look at the facts. 

The lithium-ion battery market is projected to be worth more than a quarter-trillion dollars per year by the end of the decade. 

Electrons Are the Fuel of Tomorrow… And You Don't Have to Like It

These aren’t fake or cooked-up projections, either. They’re simple conclusions based on the real numbers of today coupled with governmental programs already written into law.

There is no getting around it. 

Traditional lithium sourcing might be even more damaging to the environment than fracking, but that’s the product that’s being pushed, so what does a real investor do?

Well, removing politics from the picture, a real investor does what real investors do: Act in the best interests of their bottom line. 

Rechargeable batteries in all their forms, all their sizes and applications, are here to stay. 

They might be lithium-based, or they might be next-generation models that implement new and radically advanced materials, but for the next few decades at least, we will be in a bull market. 

And conspiracy theorists — those who have the ability to think — won’t disagree. After all, would you want to be investing against the will of the global elite? Wouldn't it be smarter to invest with them?

You Can Follow the Smart Money or Follow Your Heart… You Can't Do Both

Regardless of how you feel about the policies, the outcome has all but been written into the history books already. 

Western Europe and North America already have planned ICE vehicle sales bans coming into effect as soon as 2025. 

Asia isn’t far behind. 

And for every gas-guzzler that’s not sold, a battery-driven vehicle will be. 

Does it matter who made these laws? Does it matter what the endgame is? 

It absolutely does not. What a real investor sees are the catalysts — in this case, perhaps some of the strongest catalysts there are — and nothing else. 

If the conspiracy theorists are right, there are trillions of dollars' worth of influence working toward this dystopian future, with rechargeable batteries essentially acting as the mascot for the entire movement.

If they’re wrong about the whole dystopian future scenario, well, there are still trillions of dollars of influence working toward the same goal — only with a less nefarious endgame in mind. 

Nobody Wants to Listen to a Broke Investor

A real investor doesn’t look at the "who benefits" aspect. A real investor looks at how he can benefit from what he knows. 

At the start of the 20th century, we switched from coal to oil. Do you think any intelligent speculators stopped to wonder how their investment in oil production would benefit the social elites of the post-WWI era?

No, they just got rich off it and never looked back. 

Do you think Hiram Maxim lost sleep knowing that his machine guns were killing men on both sides of WWI? Maybe, but he sold them regardless and used the proceeds to buy himself a spiffy top hat and everything that goes with it.

The rechargeable battery revolution is well underway. It’s already here, with decades of market share growth ahead of it. 

A real investor’s only job at this point is to find the best way to leverage this information, and not to stop and care about what’s motivating the shift. 

Now comes the hard part… Finding that investment. 

Investing in large, already established battery-makers seems like an obvious step, but it’s also a wasted opportunity. 

You’re not likely to get a more cut-and-dried bull market like this again in your lifetime, so why waste it on companies that have already ballooned in size?

You need to start small, with a company that’s only now emerging. 

The company has to have a disruptive technology in its hands, a technology that threatens the establishment. 

Finally, you want the company to be located in a safe, stable country that’s not going to have to endure things like sanctions or war anytime soon. 

If You're Going to Make Only One Battery Play… This Is It

There are only a handful of publicly traded firms that fit all those criteria, and perhaps only one that’s big enough to attract institutional investment yet small enough to grow 10x, 100x, or even 500x before it starts approaching the market capitalizations of today’s battery giants. 

I identified this company years ago, when it was too small to be taken seriously. 

It’s grown since then. It’s no longer a microcap, but it's still a small cap with huge upside potential and diminished risk. 

If you want to learn more about it, I invite you to check out my informational video, available for instant viewing, right here.

The decision on what to do after you’ve seen the video is, of course, yours, but remember this: Just because you don’t like an idea doesn’t mean it’s not going to change the world. 

You can always be an activist on your own time. 

When it comes to your money, do everything you can to protect and grow your principal. 

Enter here to learn more.

Fortune favors the bold,

Alex Koyfman

Check us out on YouTube!

His flagship service, Microcap Insider, provides market-beating insights into some of the fastest moving, highest profit-potential companies available for public trading on the U.S. and Canadian exchanges. With more than 5 years of track record to back it up, Microcap Insider is the choice for the growth-minded investor. Alex contributes his thoughts and insights regularly to Energy and Capital. To learn more about Alex, click here.