3 Stocks Investors Should Revisit NOW

The only time America had a bigger defense budget (adjusted for inflation) was in 2011, when we had our peak amount of troops in Iraq and Afghanistan. The only time America had a bigger defense budget (adjusted for inflation) was in 2011, when we had our peak amount of troops in Iraq and Afghanistan. [Outsider Club logo] 3 Stocks Investors Should Revisit NOW [Jason Simpkins Photo] By [Jason Simpkins]( Written Jan 21, 2022 The most loyal readers of this website know that I once ran a trading service focused exclusively on defense contractors. My current service, Wall Street's Proving Ground, has carried on that legacy with a portfolio that includes key defense partners like Lockheed Martin (NYSE: LMT). However, I've also branched out into cryptos, [high-flying space plays like this one here](, and even cannabis. Nevertheless, the defense industry, military technology, and geopolitical intrigue remain close to my heart. And the evolving situation with Russia and Ukraine has drawn me back in. You yourself might be wondering: "Is this really happening and should I be buying defense stocks?" The answer to both those questions is "Yes." Take it from me, the guy who's been [telling investors to buy defense stocks for seven years now](. If you'd taken my advice back then, you'd be sitting on some decent gains... Like 52% on General Dynamics (NYSE: GD), 90% on Lockheed Martin, and 143% on Northrop Grumman (NYSE: NOC). But that's not really the point. The past is prologue. What I'm trying to tell you today is that those companies are going to keep going up for the exact same reasons I outlined in 2015. Have You Heard of “TriFuel-238”? A single ounce could power your home for a year. Under half an ounce could get you from LA to D.C. And now, according to figures from the U.S. Energy Information Administration... The breakthrough known as "TriFuel-238"... Could trigger a wealth event unseen since the dawn of the internet... As it takes the throne as the cheapest source of energy on the planet. This has nothing to do with renewables or fossil fuels — or virtually anything you’ve ever seen before. Yet this strange substance could now claim the lion’s share of a $1.9 trillion opportunity... And hand early investors a potential life-changing fortune. [Click here for the urgent details.]( First and foremost, defense spending is one of the few (maybe only) areas where Democrats and Republicans are in agreement. They both believe we have to spend big. Donald Trump increased defense spending by more than $100 billion over the level he inherited from the Obama administration, taking it to a total of $738 billion. And what's Joe Biden done in his first year as president? He's added about $30 billion more, ratcheting the total up to $768.2 billion. The only time America had a bigger defense budget (adjusted for inflation) was in 2011, when we had our peak amount of troops in Iraq and Afghanistan. It's also more spending than the next 11 countries combined... [Defense Spending US v World] (*There is one slight caveat in that China almost certainly spends more on its military than it officially acknowledges, but I think you get the point.) It's a massive amount of spending. And again, it's going to keep growing. Think about it: Even a withdrawal from Afghanistan didn't put a dent in spending. It still went up. Because again, defense spending is a bipartisan issue. And there's a reason for that. Americans generally agree that we ought to be well-guarded. Money and equipment for troops is politically popular. In fact, A 2020 poll by Gallup showed a record-high percentage of Americans (fully 50%) believed defense spending (which was at its highest point pretty much ever at the time) was "just right." [Defense Spending Poll] Groundbreaking New Treatment Stops COVID Dead in Its Tracks (Not a Vaccine) A new nasal spray has the power to stop COVID-19 symptoms within just seven days.And the small biotech firm behind this new COVID treatment could skyrocket within the next 12 months — especially if it gets fast-track approval. This is the breakthrough treatment we’ve been waiting for to end the pandemic. And you definitely don’t want to miss out. [Let me show you more about how to retire wealthy off the “COVID killer.”]( That's certainly because many people feel threatened by Russia's aggression, China's rise, and global terrorism. But it's also because the defense industry employs 2.2 million people. More, even, when you add in all the government workers and civilian employees that are tasked with contracting, analysis, and maintenance. It also accounts for more than 10% of our country's manufacturing demand. It's not just a populist issue, either. You also have to factor in the sway of the military industrial complex. U.S. generals will always want more money for their forces, and U.S. presidents, pretty much without exception, will always be inclined to give it to them. And Congress is filled with politicians that list defense contractors among their biggest donors. And on top of that, now we've got rising aggression from great power rivals, Russia and China. Russia seems determined to finish what it started in Ukraine years ago, and defense officials from the United States to Europe are scrambling to coordinate a potential response. Sanctions and NATO expansion will be on the table politically, but increased defense spending is already a given. In fact, Russia's invasion of Crimea and Donald Trump's brow-beating had already spurred many countries in Europe to ramp up their own defense initiatives. NATO’s European members already spend three to four times what Russia does on defense annually. But that hasn't stopped the bloc from ramping up. The U.K. recently pledged to increase defense spending by $22 billion over the next four years. Norway announced a $960 million increase in defense spending through 2024, including a $350 million increase in 2021. Germany bumped its defense spending 3.2% higher in 2021 to $63.8 billion. France added $2 billion last year. And Italy jacked its budget by 9.6% to $1.7 billion. Furthermore, 2021 marked the seventh consecutive year of defense spending increases for non-U.S. NATO members, as Finland and Sweden set their sights on Russia. Finland boosted its budget by 2.2% last year and Sweden is targeting a massive 40% increase from 2021 to 2025 (the Scandinavian nation’s largest defense-spending increase in 70 years). All of this, and we haven't even gotten to [China — another serious threat to global stability](. China absorbed Hong Kong with almost no pushback from the West. It also laid [an aggressive claim to the entirety of the South China Sea]( (effectively seizing sovereign territory from its neighbors Vietnam, Malaysia, Indonesia, and the Philippines) and backed up that claim by militarizing a large chain of small artificial islands known as the Spratlys. [Spratlys] Facebook Has Already Bet $50 Billion on ThisForget 5G — 2021’s Biggest Gains Will Be Here Mark Zuckerberg is no fool. So when he invests $50 billion in a brand-new technology, you'd better pay attention — especially when venture capitalists have also plowed $45 billion in it. Apple and Google have quietly added it to more than 1 billion smartphones. And this exclusive video reveals why this new tech breakthrough is about to revolutionize the computing world... and make a lot of people very rich. Early investors stand to make extraordinary gains of as much as 9,910%. But you have to hurry — this technology is about to go mainstream. [Click here now to get the inside story.]( American vessels and planes have been confronted by Chinese forces on several occasions when conducting operations in the region. China and Russia have also advanced their cutting-edge hypersonic and space weapons. In fact, General Mark Milley, the chairman of the Joint Chiefs of Staff, recently [raised alarm over a series of hypersonic weapons tests conducted by China last year](, calling it a “Sputnik moment.” Unsurprisingly, hypersonics and [space (the Space Force)]( are major areas of increased focus for the Department of Defense. Essentially, we're in an arms race here. And it's going to get worse. So everything I've been saying about defense contractors for the past seven years is true and getting truer every day. So start adding defense contractors like Lockheed Martin, Northrop Grumman, General Dynamics, Raytheon (NYSE: RTX), and Kratos (NASDAQ: KTOS) to your portfolio if you haven't already. And check out [my latest space play here]( — a company that's already evolving into a key Space Force partner. Fight on, [Jason Simpkins Signature] Jason Simpkins [follow basic]([@OCSimpkins on Twitter]( Jason Simpkins is Assistant Managing Editor of the Outsider Club and Investment Director of Wall Street's Proving Ground, a financial advisory focused on security companies and defense contractors. For more on Jason, check out his editor's [page](. *Follow Outsider Club on [Facebook]( and [Twitter](. Browse Our Archives [Gold's Not Dead]( [2 Ways to Beat Inflation and the Food Crisis]( [The Fed Is Full of Crap and Wall Street's Buying It]( [Hidden Costs to Honest Deals]( [Joe "No Plan" Biden: POTUS Plan as Empty as Store Shelves]( --------------------------------------------------------------- This email was sent to {EMAIL}. It is not our intention to send email to anyone who doesn't want it. If you're not sure why you've received this e-letter, or no longer wish to receive it, you may [unsubscribe here]( and view our privacy policy and information on how to manage your subscription. To ensure that you receive future issues of Outsider Club, please add newsletter@outsiderclub.com to your address book or whitelist within your spam settings. For customer service questions or issues, please contact us for assistance. Outsider Club, Copyright © 2022, Outsider Club LLC and Angel Publishing LLC. All rights reserved. 3 E Read Street, Baltimore, MD 21202. Your privacy is important to us – we will never rent or sell your e-mail or personal information. Please read our [Privacy Policy](. Neither the publisher nor the editors are registered investment advisors. Subscribers should not view this publication as offering personalized legal or investment advice. Read our [Details and Disclosures.]( ---------------------------------------------------------------