Dear Reader,
Good morning, and happy Wednesday!
I’ve been getting a lot of questions lately about why I’m so focused on defense industry stocks.
Some folks even wonder if it’s because I have a love for warfare.
But nothing could be further from the truth.
So in today’s video, I want to take a moment to answer this question.
For those of you who might not know, I’m a historian at heart.
My specialty is ancient Roman history, but I’ve spent my life studying all types of history.
And one of the most important lessons I’ve learned comes from a book I read 25 years ago—The Peloponnesian War by Thucydides, an Athenian statesman.
This book chronicles the war between Athens, the rising power, and Sparta, the established power.
Despite Sparta’s eventual victory, it was a Pyrrhic one—both sides were left exhausted, and neither truly won.
Thucydides introduced a theory that has resonated throughout history: the Thucydides Trap.
It suggests that a rising power will always challenge the established one, leading to inevitable conflict.
I’ve studied this theory for decades, and no matter where I look in history, it holds true.
Whether it’s the Mongols with China, England with Spain, or Germany challenging England in 1914—every time, the rising power clashes with the established one.
The only exception is when the United States peacefully took over the mantle of great power from England after World War II.
So why does this matter today?
Because China is the rising power, and it’s challenging the established power—the United States.
China wants to rewrite the rules of the global order to favor itself, its companies, and its citizens.
They’ve even convinced countries like Brazil, Argentina, and Iraq to ditch the dollar for trade.
We are already in the early stages of a new Cold War, and this is why I’ve made it my business to study defense companies.
Recent news about companies like Anduril, founded by Palmer Luckey (the creator of Oculus), and Ares Industries, a defense startup backed by Y Combinator, has been exciting.
It’s critical that our tech industry supports our defense industry.
And it’s critical that we continue to innovate and build the most advanced weapons, like this company here…
Engineering and mathematics win wars—whether it’s Caesar astonishing the German tribes with a quickly built bridge or the U.S. developing the atomic bomb, our ability to out-engineer our competitors is what keeps us strong.
This is why I’m so focused on defense stocks.
It’s not about a love for warfare—it’s about understanding the challenges we face as a nation and recognizing the importance of staying strong, fresh, and innovative in the face of a rising global power.
As investors, it’s crucial to understand these dynamics and position ourselves accordingly.
——–NOW STREAMING——–
This is How I’ve Done So Well…
It’s my Bear Market playbook:
You can take $10,000 before the market crash, and invest after the crash and turn it into $100,000.
You can take that $100,000 into the next crash and turn it into $1 million…
You can take that $1 million and turn it into $5 million.
This is the playbook for making serious wealth.
And I’ve never shared it before.
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That’s why I’m committed to keeping a close eye on the defense sector and ensuring we’re aligned with the companies that will play a vital role in the future of our nation.
Wishing you a wonderful day ahead!
“The Buck Stops Here,”
P.S. The U.S. already simulated repeated war games with China in 2017.
The result was the same every time.
We lost.
This made it essential for the U.S. military to spend billions on a new “living missile.”
There’s still time to get in on the small defense contractor that makes this powerful new weapon.
