The wars in Ukraine and the Gaza Strip have been going on so long that it's sometimes easy for those of us half a world away to forget that they're still being fought.
That's partly by design, of course.
The corporate media exist to lend cover to the status quo — to ensure the public that all is well even when it's not, to downplay serious conflicts, to keep Americans focused on divisive, petty grievances so they don't wade too far into the gruesome details of empire management.
Global politics aren't meant for the little people; they're meant to be decided by the elite in the marbled halls of legislative bodies, the windowless offices of intelligence services, and the situation rooms of government leaders.
So the media aren't going to bother you with too many details about foreign conflicts. But anyone paying attention knows that defense stocks are profiting handsomely from the chaos.
And they're poised to do even better because things are about to get worse — much worse.
I can even point to a few specific developments in just the past few days that signal dark times ahead.
First, Ukraine launched an attack on Crimea that injured 150 people, killing four. Many of the casualties were beach-goers who were showered with debris from five missiles Russia claims to have intercepted.
This type of thing is a big deal for the Kremlin. Putin's regime relies on tyrannical oppression and overwhelming amounts of propaganda to keep the population pacified.
It's paramount that Vladimir Putin appear strong, that his war effort appear successful, and that the actual cost to Russian society (in terms of money, quality of life, and lives lost) be suppressed.
Attacks on "Russian" territory the regime professes to be safe undermine that sprawling effort. Indeed, even if those five missiles were intercepted before they hit their intended military targets, they succeeded in exposing Russia and Vladimir Putin as vulnerable.
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That's why the Kremlin had such a visceral reaction and went so far as to threaten the United States directly.
Russian spokesperson Dmitry Peskov called the strike "barbaric," accused the U.S. of "killing Russian children," and said the attack would "not go unpunished."
"We see very well who is behind this," Peskov said, referring to the U.S. "If someone thinks it is possible to supply such weapons to a war zone to attack our territory and create problems for us, why don't we have the right to supply weapons of the same class to regions of the world where there will be strikes on sensitive facilities of those countries?"
This threat doesn't come in a vacuum, either. It comes just after Vladimir Putin met Kim Jong Un in North Korea to sign a new bilateral defense agreement. In addition to swapping arms and military technology, it's also likely Russia will go even further in assisting North Korea with its nuclear weapons program.
That will put U.S. forces in the Pacific and even continental United States at increased risk of a nuclear attack.
Russia also dispatched warships carrying hypersonic missiles to Cuba where they carried out war games in the Atlantic. And it conducted another round of nuclear drills at the Russian border neighboring NATO members Norway, Finland, Poland, Estonia, Latvia, and Lithuania.
So it appears the entire atmosphere surrounding Ukraine has flipped once again. Just a few short months ago Russia was making advances as a vital U.S. aid package stalled in Congress.
However, that package ultimately passed along with the Biden administration's blessing for Ukrainian forces to attack assets in Russian territory. Things haven't looked so rosy for Russia since, and that could well prompt Vladimir Putin to take more drastic action of his own.
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Meanwhile, on the other major conflict front, Israel has not only backed away from the latest ceasefire proposal, but is actively preparing to expand its war into Lebanon.
Always at odds, fighting between Israel and Hezbollah — an Iran-backed political party/militant group — has taken off dramatically since the IDF invaded the Gaza Strip.
Some 16 soldiers and 10 civilians have been killed by Hezbollah, while Israeli strikes have killed more than 400 people in Lebanon, including 70 civilians. Tens of thousands of Israelis have also been evacuated from their homes in northern Israel as a result of the conflict.
So now that the Gaza Strip is in near total ruin, Israel is looking to carry its momentum up to its northern border to confront Hezbollah even more directly.
"We can fight on several fronts and we are prepared to do that," said Israeli President Benjamin Netanyahu.
Of course, rolling Hezbollah won't be as easy as leveling the Gaza Strip. It's a larger, better-armed force. And a direct attack by Israel would almost certainly draw Iran directly into the fray.
Simply put, it'd be a nightmare for everyone involved. But that's where we're going.
And that's why I'm urging investors to take precautions now.
I've talked at length about companies like RTX (NYSE: RTX), General Dynamics (NYSE: GD), and Northrop Grumman (NYSE: NOC), which remain strong picks in my opinion.
I've talked about numerous defense-related income plays like these.
And you can find my latest report on AI technology that's dominating 21st-century warfare here.
So there's plenty to act on. Just don't wait for the chaos to find you.
Fight on,
Jason Simpkins
Simpkins is the founder and editor of Secret Stock Files, an investment service that focuses on companies with assets — tangible resources and products that can hold and appreciate in value. He covers mining companies, energy companies, defense contractors, dividend payers, commodities, staples, legacies and more...
In 2023 he joined The Wealth Advisory team as a defense market analyst where he reviews and recommends new military and government opportunities that come across his radar, especially those that spin-off healthy, growing income streams. For more on Jason, check out his editor's page.
Be sure to visit our Angel Investment Research channel on YouTube and tune into Jason's podcasts.
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