The War Machine Continues to Grow - DEMAND for Defense
Jeffrey C. Borneman | October 27, 2014
The list of worldwide Defense deals and shipments is continuing to expand. Yahoo News reports today that Lockheed Martin Corporation was awarded a $4 billion contract to "develop the eighth batch comprising 43 units of F-35 fighter jets for the U.S. military and its allies, including Britain."
The fighter jet is not cheap and is just now racking up large orders after cost control efforts slowed initial sales. To date, eleven countries have committed to purchasing 3,500 of the F-35 joint strike fighters. Yahoo News said this today: "The F-35 fighter jet is witnessing a sharp rise in
Reuters reported that
India, the top foreign buyer of U.S. arms last year according to Defense research firm IHS Janesmeans, aims to
All seem impressive numbers until learning this is just the
It is imperative for investors to know that the DEMAND for Defense will be met at the expense of all other things, and therefore, how specifically to allocate assets given the current geopolitical shifts unfolding. Monetary 'adjustments' are failing in all countries and direct fiscal spending on the War machine is evident everywhere. Where, when and between whom conflict comes is the only question. Despite technological advances, regardless of the increased ease with which
Investor note: Whatever the spark for a large War, it will be a significant pivot and engage those countries that are FOR the Petrodollar against those that are AGAINST the Petrodollar.
If you want to know more about how the MDEF™ Investing strategy is positioned in this, or other geopolitical possibilities, please contact us directly.