Dear Reader,
Today I want to share something important with you — something that hasn’t made it to many front pages, but absolutely should have.
Over the weekend, U.S. Defense Secretary Pete Hegseth made a statement that shocked many - but not me.
At the Shangri-La Security Summit in Singapore — an annual gathering of defense leaders from around the world — Secretary Hegseth said that China’s invasion of Taiwan may no longer be a hypothetical scenario.
It could be imminent.
Here’s the exact quote:
“There’s no reason to sugarcoat it. The threat China poses is real and could be imminent.”
Now, this wasn’t a backroom comment or a slip-up.
This was a speech delivered in front of global military leaders — China included.
And if you’ve been following our work here at Behind the Markets, this won’t surprise you.
We've been ringing the alarm about this for over a year now.
So have people on the ground in the Indo-Pacific theater, including Admiral Sam Paparo, who leads U.S. forces in the region. They’ve been warning us for months:
This isn’t a drill.
Now, it's official. The masks are off.
China has ordered its military to be ready to take Taiwan by 2027.
And from what insiders are saying, the rehearsals have already begun.
This is the single most important geopolitical development of our time — because if China invades Taiwan, everything changes.
Markets… commodities… global supply chains…
Semiconductors.
Energy.
Defense stocks.
All of it.
And here’s the kicker:
The U.S. can no longer afford to prepare for two major wars at the same time.
That’s not just my opinion — that’s the conclusion the Pentagon has now come to.
For decades, U.S. defense doctrine said we had to be ready to fight a two-front war: Russia in Europe, China in Asia.
That’s over.
As Secretary Hegseth said, the new plan is to divide responsibilities:
Europe handles Europe.
America handles China and the Indo-Pacific.
And this matters — not just for geopolitics, but for investors.
Because the U.S. is now funneling defense budgets into Indo-Pacific alliances and weaponry that can meet the China threat head-on.
And as I’ve said before, that means defense contractors at the center of this strategy — especially those building modern missile systems, drones, and critical defense AI — will be the biggest beneficiaries of this pivot.
But this also has deeper implications for our economy.
Jamie Dimon — the CEO of JPMorgan — had something to say about it this week.
“We shouldn’t be stockpiling Bitcoin,” he said.
“We should be stockpiling guns, rare earths, and semiconductors.”
I couldn’t agree more.
This is a Thucydides Trap.
That’s when a rising power challenges the established one — and historically, it often leads to war.
It’s like a young lion challenging the pride leader. It’s nature. It’s the cycle.
We’re watching that unfold right now.
This is why I’ve been urging readers to get ahead of this new cycle.
Not by panicking — but by preparing.
That’s what we’ve done with our newest defense stock report. We’ve pinpointed the American and allied contractors positioned at the center of this geopolitical shift.
These are companies building the future of defense — at a time when our current and future enemies are growing bolder by the day.
Make sure to position yourself for what’s coming.
0 Response to "China Could Strike Sooner Than Anyone Thought"
Post a Comment