Itâs a group of toddlers throwing competing tantrums â but unfortunately, in this case, the toddlers are armed. [Outsider Club Header]
Nov 04, 2022 By Jason Simpkins for the Outsider Club Tin Pot Toddlers Are a Profit Opportunity Russiaâs invasion of Ukraine has largely been a failure. Itâs cost thousands of lives, tanked the Russian economy, exposed the Russian military as a paper tiger, spurred political unrest at home, and alienated the country abroad. But it has been successful in one way⦠Itâs shown that even a second- or third-rate power can upset the global order. If nothing else, itâs been a demonstration of defiance â against the United States and its Western allies, and the rules theyâve set out and are desperately trying to enforce. In that sense, Vladimir Putin is a role model for tin pot dictators who donât see things the way the West does. Dictators around the world are watching Russia lash out, and itâs giving them ideas. This week, Kim Jong-Un fired dozens of ballistic missiles and more than 100 rounds of artillery into the ocean adjacent to South Korea, sending its neighbor's citizens scrambling to underground shelters. North Korea has also been sending artillery shells to Russia on the sly to help support its invasion there. And it conducted yet another intercontinental ballistic missile test. The ICBM test seems to have failed but itâs more evidence of the countryâs determination to develop a missile capable of hitting the United States. Furthermore, Kim has also been discussing the potential deployment of âtacticalâ nuclear weapons, mirroring similar threats from Putin. Here Lies Silicon Valley, RIP If you thought the tech crash was bad... you havenât seen anything yet. Due to a massive shortage of one rare resource thatâs critical to their existence... Silicon Valley and the $5.2 trillion tech industry are facing a death sentence. And only one tiny company can save them from disappearing. [Read more about the $1 company ready to revive Big Tech.]( Kim and his predecessors have always had a flair for the dramatic, but this is different. Itâs a clear escalation thatâs likely the result of unrest or paranoia within the regime. And itâs gotten bad enough that the United States is convening a meeting of the U.N. Security Council to discuss the situation as we speak. Think about that. Weâve got an unstable autocrat invading Ukraine and threatening the world at large with nukes â and heâs not the only problem. Weâve got to deal with this too. And not just this but still more problems in the Middle East. Because also this week, Saudi Arabia and the United States uncovered intel on a potential attack by Iran. Such an attack would likely target energy infrastructure or potentially the Iraqi city of Erbil where American troops are currently stationed. It would be exquisite timing for Iran, which has been besieged by protests over its abysmal treatment of women. Those protests â widespread, persistent, and often violent â have snowballed into a larger call for regime change that now threatens the ayatollah and his fundamentalist government. More than 200 people have been killed and over 1,000 arrested in response to the protests, so a shift in focus would certainly be welcomed by the Islamic Republic of Iran. Of course, there are other axes to grind as well. [QUIZ] 46 BILLION Barrels of Oil?! A massive $5.9 trillion oil boom is about to take place. Three tiny companies just acquired the rights to mine an untapped patch holding 46 billion barrels of oil in a mystery location... And it even has the potential to reach $9 trillion in value if prices reach $200 per barrel! So which country do you think will lead this upcoming oil surge? - Venezuela
- Saudi Arabia
- Canada
- Russia Think you know the answer? [See if youâre right!]( Earlier this week, Ayatollah Ali Khamenei said his government has not forgotten the U.S. assassination of Gen. Qassim Soleimani in 2020. He had to reach back two years to find that bloody shirt deep in the back of the closet. Itâs also possible that Iran is sensing an opportunity in the rising tensions between the U.S. and Saudi Arabia as well. Just last month, Riyadh spurned calls from the Biden administration to raise oil production to help ease global energy prices, leading to a reassessment of the U.S. relationship with our so-called ally. But again, Russiaâs menacing factors in as well. Itâs an exercise in solidarity â or perhaps the likes of North Korea and Iran simply feel like they arenât getting the kind of attention they used to and that theyâre being overshadowed by Russia. Itâs like a group of toddlers throwing competing tantrums. Unfortunately, in this case, the toddlers are armed. And this is why, as an investor, analyst, and all-around poli-sci nerd, I focus so much on defense contractors and security stocks. Itâs because the world is a crazy, chaotic, and dangerous place, and itâs only getting worse. So if you want to safeguard yourself or, even better, profit handsomely from these kinds of conflicts⦠You should check out my Wall Streetâs Proving Ground and Secret Stock Files investment services. These newsletters cover all of the latest cutting-edge war-fighting technology as well as some of their more practical civilian applications. Iâm talking about everything from hypersonic weapons to artificial intelligence to cyber and satellite weapons. [My latest report on hypersonics, in particular, is a must-read, so check that out here if you havenât already.]( 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](. Follow the Outsiders [Twitter]( | [Facebook]( | [LinkedIn]( | [YouTube]( This email was sent to {EMAIL}. You can manage your subscription and get our privacy policy [here](. Outsider Club, Copyright © Outsider Club LLC, 3 E Read Street Baltimore, MD 21202. Please note: It is not our intention to send email to anyone who doesn't want it. If you're not sure why you're getting this e-letter, or no longer wish to receive it, get more info [here]( including our privacy policy and information on how to manage your subscription. If you are interested in our other publications, please call our customer service team at [1-855-496-0830](tel:/18554960830).