Russia’s invasion of Ukraine was the biggest story of 2022, and with all due respect to Taylor Swift and Travis Kelce, the war between Israel and Hamas has to be the biggest development of 2023.
Hundreds of thousands of lives have been lost, with hundreds more dying each day.
Alliances and political resolve are being tested.
And countries around the world are rushing to modernize their militaries in a way that is eerily reminiscent of the massive buildup that led to WWI.
In the 20th century, it was a race to industrialize warfare with machine guns, tanks, bombers, fighter jets, and battleships.
In the 21st century it’s a race to digitize warfare with computers, drones, AI, satellites, and other cutting-edge technology.
However, the war in Ukraine especially has shown that good old-fashioned firepower never goes out of style. And that a broad, efficient industrial base with robust manufacturing and logistics is key to winning any war past, present, or future.
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From cutting-edge war-fighting technology to traditional armor and munitions, we’ve built a portfolio that covers every corner of the military-industrial/technology complex.
That’s served us well in a world of soaring defense budgets and enveloping chaos. And that should continue to be the case in 2024.
Indeed, governments around the world have never been more eager to open up the checkbook for the very best in modern warfare solutions.
That means defense contractors have the long-term assurances and fiscal support they need to upscale their manufacturing capacity, iron out supply chains, and meet the demand that has come to far exceed supply.
However, that transition only just began in 2023, with bigger strides set to be made in 2024 and beyond.
If you want to find out the best way to profit from that trend, check out my latest report for my Secret Stock Files investment service.
Fight on, Jason Simpkins Simpkins is the founder and editor of Secret Stock Files, an investment service that focuses on companies with assets — tangible resources and products that can hold and appreciate in value. He covers mining companies, energy companies, defense contractors, dividend payers, commodities, staples, legacies and more… In 2023 he joined The Wealth Advisory team as a defense market analyst where he reviews and recommends new military and government opportunities that come across his radar, especially those that spin-off healthy, growing income streams. For more on Jason, check out his editor’s page. Be sure to visit our Angel Investment Research channel on YouTube and tune into Jason’s podcasts. Want to hear more from Jason? Sign up to receive emails directly from him ranging from market commentaries to opportunities that he has his eye on. 
