Dear Reader,
Jamie Dimon, CEO of JPMorgan Chase, the largest bank in America, just announced a blockbuster $1.5 trillion 10-year initiative to invest in critical areas in the United States.
That’s $150 billion a year for the next 10 years.
I’m going to tell you exactly what he said…
From his op-ed in The Wall Street Journal:
“It has become painfully clear that the United States has allowed itself to become too reliant on unreliable sources of critical minerals, products and manufacturing, all of which are essential to our national security…
“Our security is predicated on the strength and resilience of America’s economy.”
He says this is very important…
They plan to invest up to $10 billion of their own capital into any one deal.
The project includes efforts like ensuring reliable access to lifesaving medicines and critical minerals…
Defending our nation…
Building energy systems to meet AI-driven demand…
And advancing technologies like semiconductors and data centers.
My goodness…
It sounds like he watches our videos every day!
Maybe he’s a Behind the Markets subscriber.
Welcome to the party, Jamie Dimon.
He goes on to say efforts will focus on four priority areas:
- Supply chains and advanced manufacturing to strengthen the production of critical materials…
- Pharmaceutical precursors…
- Robotics…
- And components such as semiconductors and rare earth elements.
We have a report on robotics and many of these technologies in Breakthrough Wealth: “E.I. Era.”
Where JPMorgan Chase is supporting innovation and scaling production on defense and aerospace for modern deterrents, including drones, autonomous systems and next-gen connectivity…
We cover that in another Breakthrough Wealth report: “21st Century Warfare: Four Stocks Revolutionizing the Battlefield.”
The third area, energy independence and resilience to modernize the U.S. grid and invest in reliable clean power and battery storage to meet soaring demand - we have a report on that, too: Takeover Targets’ “The Last Retirement Stock You May Ever Need.”
And the fourth area he talks about, frontier and strategic technologies to accelerate breakthroughs in AI, cybersecurity and quantum computing…
We’ve had multiple reports on these things over the years.
Our newest is the Breakthrough Wealth report, “Genesis Project.”
We’ve been killing it this year in Breakthrough Wealth - if you’re not invested in this, that’s crazy.
Remember something - we have a scenario here where President Trump has understood, like we have, that there is a great geopolitical conflict happening with China.
It’s not a hot war - thank God.
But there’s a financial war happening right now.
They threaten withholding rare earths…
We threaten withholding software…
Both sides are seeking leverage and the high ground.
Both sides want to avoid a physical war.
We’re playing chess with each other.
But this war could turn hot at any time.
Remember, China announced that Xi Jinping told his military to be ready to take Taiwan by 2027.
We should take this man at his word.
2027 is less than 15 months from now.
We are marching towards this situation.
China’s in the news this week…
We are not the anti- or pro-China channel. We are talking about this because it is very newsworthy.
It’s affecting trade policy, and as investors it’s something we have to talk about.
It’s an exciting time to be alive.
It is the return of “great power competition 101.”
We’re moving past woke, child-mob nonsense and starting to understand as humans again that this is a competition…
Just like the playground where I grew up -
The biggest, baddest kids dictate the tone and vibe.
It’s raw power.
That’s the game.
“The Buck Stops Here,”
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Written by Dylan Jovine