Dear Reader,
I hate to start Mondays with talk of war, but...
Among my friend group this weekend, all we did was talk about war.
Basically, Israel’s attack on Iran’s nuclear facilities.
There’s a lot to unpack here.
For one, real people are dying, and that should never be forgotten.
War is a tough business.
But necessary.
When my children ask me, “why did Israel do this?”
I say, “if you had a next-door neighbor who was getting guns and pointing them at you, threatening to kill you one day when you’re coming home from work and least expect it, what would you do to that next-door neighbor?”
They understand you can’t be in a situation like that.
Not to act is to invite bigger danger. It’s not good.
You have to do what you have to do.
On Israel’s side, it’s amazing - I was looking at the jets they’re using…
Lockheed Martin’s F-35 Lightning II…
General Dynamics F-16 Fighting Falcon…
McDonnell Douglas F-15 Eagle…
All on display. All American companies. A lot of companies we recommend in our Breakthrough Wealth portfolio.
The other thing that’s not really being talked about…
For some context, I remember during the Iraq War II in 2003, a lot of people said, “why would you go into Iraq? Why would you go into Afghanistan? Why not just defend your territory?”
And George W. Bush understood something that I learned many years ago after reading Napoleon’s autobiography:
You can’t win a war fighting behind the walls of your castle.
In other words, you’ve got to take the fight to your opponent.
After 9/11, we had two choices…
We could wait for them to attack us again, like a goalie in a hockey rink, trying to block and defend…
Or we could take the fight to them - invite them to a party on their turf. And that’s what we did.
That’s the wise thing to do.
Anybody who studies warfare understands that.
We really didn't have a choice.
Invite them all into a big, basically, “kill zone,” and take care of it.
Now, that was the first war where we introduced drones.
Interesting, because Iran just responded to Israel with a drone attack. They sent 200 drones.
So, we introduced drone warfare in the Middle East, in the 2003 Iraq War…
And Ukraine began to change warfare with their use of drones.
Now, drones are part of every military out there.
A few companies have become like drone superpowers. American companies. One in particular we talk about in our newest report.
This company has the biggest contracts, and it’s acquired another key drone maker that can bring in new technology.
It’s just gobbling up all these other companies.
It’s becoming the de facto dominant independent drone maker, which I am very excited about.
Warfare is pivoting from massed armor vis-a-vis tanks, to more drone-led. Which we’re seeing unfold in real time.
In Ukraine, in Russia, and in the battlefield with Israel’s attack on Iran.
You’re seeing the need for drones grow by the day.
Where am I going with all this?
The world is entering a new cycle of war.
I’ve said many times, China, Russia, Iran, North Korea - they don’t like the current system as it is.
They want to change it to better represent their interests.
Military spending, as we discussed last week, is going up.
You want to be in defense contractors that have the right product for the right buyer.
There’s a handful of them to own as we move into “the Fourth Revolution in Warfare.”
I’ll leave you with this:
Israel did not take out all of Iran’s nuclear sites, because they need more sophisticated weapons to take out a couple of them - specifically, they need bunker busting bombs.
So President Trump told Iran, you better not go crazy here, and we better cut a deal or we’re going to give Israel these weapons and they’re going to knock out the other sites.
Hopefully Iran actually comes to the table.
Hopefully they don't seek a cycle of dominance and escalation, because this could actually turn into an issue very quickly.
I’m glad it seems that the Trump administration has put the brakes on Israel.
Let Israel knock out 75% of Iran’s capacity, but they can keep 25% of their capacity which is harder to get to…
This gives President Trump great leverage in a negotiation with Iran, and hopefully Iran can develop peacefully.
Like Syria. President Trump did one of his famous moves that nobody expected - he actually brought Syria into the fold, which is great. Why not give them a chance now that they have a new leader?
And it’d be nice to see that happen with Iran.
Never forget - Iran is the child of the Persian empire.
Think of the Great Empire that went to war - Darius, Cyrus the Great, all these great leaders who fought with Alexander the Great. You can see part of that in the film 300, but it’s a former great empire.
It would be nice to see it come back into the community of nations.
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