Investing For A Sea Storm: Military Shipbuilders (part 1)

Investing in US And Australian Military Shipyards For The Future Storm In the South China Sea

Cyclical Value Investing

Apr 28, 2023

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In my recent article, I explained how all naval warfare is first and foremost a war of industrial capacities.

And how the West has lost its advantage in shipbuilding to Asia over the last decades.

The Eurasian Century

Naval Warfare, the Crux Of Industrial War

(This article sets the background for the next premium stock report, focusing on the defense industry, and more specifically military shipbuilders.) Modern Wars Are Industrial Wars Pre-Modern Wars The fate of historical wars depended on multiple factors, the first of which was manpower and surplus income…

2 years ago · 3 likes · Cyclical Value Investing

With the rise of China and its prioritization as the main threat to the American-led world order, rebuilding the Navy and shipyards will be a top priority.

Investors can position themselves accordingly.

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