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America is learning a logistics lesson publicly

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So the new trailer for Ridley Scott's "Napoleon" dropped this week.

I don't get excited about movies much. 

But a military epic with Joaquin Phoenix as the lead actor? 

Finally, something good enough for me to drive to a movie theater to watch.


Napoleon's a great figure to study because the West doesn't approach him from a black-and-white lens. He's not lionized like Washington or castigated like Robert Lee.

Thus, we can see his military genius with no moral spectrum affecting our view. 

You see, Napoleon didn't just excel in logistics. He was the first to study it and understand the "leverage and speed" an army has when it is consistently supplied.
 
Today, logistics is deeply embedded in military doctrine, and right now…

The U.S. is learning a logistics lesson in a public fashion.

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Ukraine has been using all the arms we've sent them to fight off Russia. 

But because we don't have enough steel to manufacture 155 mm rounds…

We're running out of conventional artillery to send to Ukraine.

Ironically, the U.S. does exceptionally well in the virtual. Nvidia runs the calculations, Apple supplies the hardware, and Meta and Google constantly entertain us.


Yet it gets tricky when we want to manufacture things in the real economy that require energy, infrastructure, logistics, and a competent, well-paid workforce. 


Supply chains are constrained, and we have to deal with countries that don't like us.

So, what do we need to become an independent manufacturer making its steel? 

The CHIPS Act was passed last year to boost domestic manufacturing capacity, which seems to be working. (I can't believe I just complimented a piece of federal legislation).


The onshoring process will be a pain, but it's better than relying on China. 

And when you couple onshoring with artificial intelligence and robotics…

(Two industries that have picked up steam over the last twelve months)...

You could make a case for a secular bull market emerging in the first quarter of 2024.

The good news is that you don't need to wait long to profit from this trend.

A few companies are already benefiting from this new wave of "American dynamism"…


And you can find them using the simple roadmap discussed in our latest free training.

Watch it here, and let me know if you have any questions.

To your trading success,

Steve Place

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