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Who Would You Rather Get Missiles From?

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Fri, Sep 8, 2023 01:36 PM

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Russia has gotten so desperate for ammo that Vladimir Putin himself has had to go panhandling to Nor

Russia has gotten so desperate for ammo that Vladimir Putin himself has had to go panhandling to North Korea. [Outsider Club Header] Sep 08, 2023 By Jason Simpkins for the Outsider Club Who Would You Rather Get Missiles From? The common refrain from the mainstream media is that Ukraine’s effort to repel Russia’s invasion has stalled. But that’s simply not true. Ukraine makes gains every day. It's withering Russian forces with cascades of artillery fire, mortars, and medium-range missiles. It's conducting nighttime river raids behind enemy lines. It's pestering Crimea and Moscow with swarms of drones. And it even managed to pierce Russia’s main defensive line in the southeastern part of the country. If they continue south, they could effectively encircle Crimea, which is the ultimate objective. [Ukraine Gains] The problem is that none of this grunt work has been dramatic enough to placate the media or a small group of Kremlin-backed politicians. But it has been effective. We saw that in July when frustrations within the Russian ranks boiled over into a mutiny. Now the ringleader of that mutiny, Yevgeny Prigozhin, is gone. But Russia’s struggles aren’t. The country is running low on troops, morale, and, most importantly, munitions. Indeed, Russia has gotten so desperate for ammo that Vladimir Putin himself has had to go panhandling to North Korea. The No. 1 AI Stock of Our Era Using artificial intelligence (AI), this obscure company has made what could arguably be the most impactful medical breakthrough of our lifetime... Reducing the time frame for drug discovery by 70%... Slashing the costs of drugs by 80%... And even leading the charge with a novel cancer treatment that's swiftly advancing through clinical trials! This firm, with its innovative use of AI, is the catalyst of what Morgan Stanley says is a "$50 billion opportunity" for investors. It’s precisely why big market players like Bill Gates, BlackRock, and Citigroup are heavily investing in this $5 stock. [Join them before it’s too late.]( He’s set to host Kim Jong Un later this month to ask for artillery shells and anti-tank missiles. To be frank, cozying up to a tin-pot dictator and international pariah like Kim Jong Un is as pathetic as it gets. No self-respecting global leader would do it. But Putin doesn’t really have a choice. He’s just that desperate. His invasion of Ukraine is hanging on by a thread and so is he. Of course, the munitions shortage has been a factor on both sides. Ukraine is expending anywhere from 4,000–7,000 artillery shells each day, and Russia’s figures are no doubt similar. This is why the United States sent cluster bombs to Ukraine. That was somewhat controversial because not every explosive in the cluster actually explodes. So when the fighting is done you can be left with a field littered with live explosives. On the other hand, Russia has seeded Ukraine with so many land mines that the threat of dormant cluster bombs is pretty mild by comparison. Russia has buried 1.1 land mine per square meter across its defensive front. So if you have a 100 square meters, you’ll find something like 110 land mines in it. That’s why the Ukrainian counteroffensive has been so sluggish. They were literally tiptoeing through minefields before cluster bombs helped blow them up. Regardless, the level of ammunition that’s been expended over the past year and a half is astounding. And the side that can best keep up with demand will likely win out over time. But while Vladimir Putin is begging Kim Jong Un for mortars, Volodymyr Zelenskyy has a higher-quality benefactor in the United States. This Pill Will “Define the Next Decade” A new medical breakthrough smaller than the size of your pinkie is about to reshape human history. Because believe it or not, this tiny pill can eradicate every single sign and symptom of aging and disease... Which leaves you looking and feeling forever young. Don’t believe it? [Check out this proof...]( On Wednesday, the Pentagon announced it’d be sending another $175 million worth of military aid Ukraine’s way. It’s quite a bundle — one that includes ammunition for High-Mobility Artillery Rocket Systems (HIMARS) and Abrams tanks that were sent over earlier this year. There’s also been a concerted effort to ramp up munitions production, which is a lot easier when you have a network of capable allies, as opposed to economic sanctions. The Army recently announced plans to manufacture more than 1 million artillery shells per year by 2025. That’s big news for General Dynamics (NYSE: GD), in particular. GD makes 155 mm artillery shells, as well as key propellant and propulsion chemicals like ball powder propellants and artillery propelling charges. It makes shells at its Ordnance and Tactical Systems facility in Wilkes-Barre, Pennsylvania, and it fills them at a government facility in Iowa. And now the Army is collaborating with GD on another manufacturing facility in Garland, Texas. Meanwhile, Lockheed Martin (NYSE: LMT) and RTX (NYSE: RTX) are set to build a Javelin plant in Poland. Indeed, the Javelin anti-tank missile was widely lauded for its effectiveness in neutralizing Russian armor battalions at the war’s outset. Now everybody wants them. Beyond that, Lockheed Martin also builds Black Hawk helicopters in Poland. It assembles F-35s in Italy and Japan and recently announced a deal that will see Rheinmetall manufacture fuselages for the stealth fighters in Germany. So there’s a massive build-out going on, and investors should act accordingly. However, if you really want to profit from the most advanced military and defense technology, you should [check out Secret Stock Files.]( I cover all the most cutting-edge stuff there. 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](. Want to hear more from Jason? [Sign up to receive emails directly from him]( ranging from market commentaries to opportunities that he has his eye on. *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).

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