Dear Reader,
Happy Monday!
And Veterans Day – a big thank you to those who served.
Today, I want to discuss what a Republican sweep means for the markets, other than the obvious…
Other than the things we’ve talked about already – good for coal, energy, AI …
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Bad for long bonds – I wouldn’t be touching long bonds at all – avoid 30-year, even 20- or 10-year debt, which is all mispriced.
But something that we’ve done a really good job at over the years is our special reports.
And I’ve been thinking about what a Trump win means for the defense industry.
You know I’ve been big on defense stocks for years – it’s just one of my big interests (along with biotech and a few other specialties).
You know, I’ve always loved history, geopolitics and been especially interested in competition between the United States and China, Russia, and how we can defend ourselves.
And as an investor, what kind of companies are really going to help drive our defense success in the 21st century.
Boeing is a great example of the atrophied old, big companies that helped us through and post-WWII …
But those companies have become institutionalized, victims of their own success.
They got fat, dumb and happy.
So here at Behind the Markets we’ve spent a lot of time focusing on “defense companies 2.0.”
Companies moving fast … using new technologies to do radical things.
One of the areas we’ve done really well in, where we’ve really kicked butt and which I’m proud of is our special reports on the defense sector.
In our “21st Century Battlefield” report we’ve got AeroVironment up 143% … Leidos up 105% … we sold Aerojet Rocketdyne for a 40% gain.
In our “Search and Destroy” report – we went big on AI way before anybody was talking about it, and certainly before anybody was talking about AI and defense …
And we closed out Palantir up over 400% … Splunk up 61% when it got taken over by Cisco… and C3.ai up 100%.
Our “Project Maven” special report gave us Rocket Lab which is up 240% …
And our “Quantum AI” report gave us IonQ which was up $5 in a day – up 60% last week – a quantum computing company.
So I’ve been looking at these in the past week and saying to myself:
“How do we update some of our special reports to put out more of these ideas that have been so profitable for readers?”
We’ve had so many triple-digit gains on defense stocks this year.
So, I got to digging and I found THREE companies I believe are excellent additions.
I just updated our War Games report with all three. You can get it right here.
Now, if you’re a Breakthrough Wealth member already, go login and get these three new stocks.
Breakthrough Wealth is where I publish all my defense plays and reports first.
Thousands of you became members just to get these reports – so be sure to take a look. I just sent this out to you.
Now, if you’re not a member and you’re interested to see what we believe warfare is going to look like in 2025-2026, check out our updated version of this report.
I think you’ll find it interesting, and I would love to hear your thoughts on it – just hit reply and let me know.
And these stocks I believe are just destined to repeat history and could be our next Palantir, Rocket Lab, C3.ai.
When I started to record these Diary videos I felt really insecure, really uncomfortable doing it …
But I think of Carl Sagan from that series Cosmos where he said, “come with me on a journey of the imagination.”
He took us along with him on a journey to space.
And I feel like that – “come with me” – when it comes to biotech and the defense sector.
Defense stocks are a really fun journey for me. We just have some great insights here.
I hope you come along.
Again, here’s that report link: “Project Overmatch.”
“The Buck Stops Here,”
P.S. President Trump has promised big plans to build back the military.
These three stocks could benefit most when he takes office >>>
