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| By Jim Nelson |
A theme we’ve been covering in these pages for the past several years is the change going on in warfare.
Just this week, two of your experts weighed in again on what’s happening and how to invest in this sea (and air and land) change.
Bob Czeschin told you:
“Last week, President Trump denied reports that the U.S. was running low on munitions due to the war with Iran.
“But just a few days later, the Department of Defense (DoD) asked contractors to ramp up production.”
You can read how he recommends you play it here.
He even followed up with a story about British drones sending China data without anyone knowing.
Your tech guru, Michael A. Robinson, also chimed in:
“BAE Systems’ (BAESY) opportunity goes well beyond supplying weapons for Ukraine.
“The war has become a proving ground for a new generation of defense technology. And BAE can take what it learns there and apply it to military programs around the world.
“We’re already seeing that happen.
“The firm recently unveiled Brontanax, its new collaborative combat aircraft concept.
Source: BAE.1“Think of these aircraft as unmanned wingmen that can fly alongside advanced fighters, extending their reach while keeping pilots farther from danger.”
It looks like this story is finally reaching the mainstream. The Wall Street Journal published a story about how war tech is changing this week:
Though, you’ll only find the best ways to play this change right here.
That’s not all. Your other editors are following important game-changing stories of their own …
Social Security Will Die Before It Turns 100
One of the longest-running government programs just had a birthday yesterday: Social Security. Unfortunately, Nilus Mattive doesn’t think the old thing has much time left.
4 Forces Will Drive Silver Higher
Silver has been on Wall Street’s bad side since the war in Iran started. That is beginning to change. And Sean Brodrick has four additional forces that will send gold’s little sister higher.
Cars, Robots & Submarines: BlackBerry’s Building Backlog
While you are probably not reading this on a BlackBerry, don’t think the company that brought “smarts” to phones is dead. In fact, it is a powerhouse in very different industries now.
Have a great weekend!
Jim Nelson
Managing Editor, Weiss Ratings Daily
P.S. I wanted to give you another chance to grab your spot for Gavin Magor’s big presentation on Tuesday, Aug. 18, at 2 p.m. Eastern.
He’ll show you how his “U-AI” system beat the S&P 500 by 28-to-1 with a 97% win-rate. But you’ll need this link to see how.
1https://www.baesystems.com/en/article/first-british-designed-collaborative-combat-aircraft-unveiled
