U.S. Gov't Shifts Course — Get Your Piece of the Pie

by Andrew Zatlin

There’s a monumental shift going on in America today:

We’re bringing manufacturing back to our own country! 

But one essential piece of the puzzle is missing.

So today, I’ll tell you what it is — and show you how to invest in it for maximum profits.

For a transcript of this video, see below. This transcript has been lightly edited for length and clarity.

U.S. Gov’t Shifts Course — Get Your Piece of the Pie

There’s been a major shift in how the U.S. government thinks about the world.

Essentially, we’re throwing out our 75-year-old reliance on a global supply chain…

And we’re moving manufacturing back to our own shores.

The U.S. is dead serious about this. It’s already earmarked $250 billion towards it. That’s one-quarter of a trillion dollars!

So today, I’m going to show you what’s going on, and explain how to play it.

No More Wars… And Low Prices

After World War II, the U.S. helped rebuild Germany. We helped rebuild Japan.

The theory behind this was simple:

Countries that trade together don’t start wars with each other!

And the theory proved to be correct:

No wars, plus the U.S. got lower prices and a stable supply of goods.

Overexposed to Russian Nickel

Sure, this meant other countries dominated the U.S. in certain areas. Japan, for example, dominated in automobiles. But Japan never used that dominance for political reasons.

But then things started changing…

Russia would turn off the flow of natural gas to Germany, just to show it had leverage… or China would throw its weight around in manufacturing.

But today, the U.S. has become vulnerable — economically vulnerable, and also vulnerable from a national security perspective!

We’re overexposed to Russian nickel and palladium domination, and we're overexposed to Chinese domination of rare earth metals. And meanwhile, international port shutdowns have led to a lack of essential goods here in the U.S. And the drought in semiconductors has crushed our ability to deliver everything from cars to smartphones.

Former President Trump was aware of these vulnerabilities. In fact, this is one of major factors that propelled him into the Presidency.

But now Biden understands that action must be taken. Here’s what’s happening…

From Just in Time… To Just in Case

The U.S. is making a major move.

It’s moving from offshoring (i.e., relying on global partners), to onshoring (moving manufacturing and production of essential goods to America).

This involves switching from a “just in time” inventory system (a management philosophy that aligns raw-material orders from suppliers directly with production schedules)...

To a “just in case” approach — in other words, just in case our trading partners “go rogue” or hostile on us, we’re ready and protected!

This shift is already underway. In fact, the U.S. has already committed $250 billion to boost onshoring of sectors including semiconductors and transportation.

So, how should investors like us get positioned for this massive shift?

This is the Critical Piece of the Puzzle

Sure, you could invest in a semiconductor company like Intel (Nasdaq: INTC). And you’d have a decent shot of earning some modest profits.

But with this huge shift to onshoring, ask yourself this:

Where are the workers? Where are the mechanics? Where are all the people we need to do the building and welding? Where are the blue-collar workers with the skills we need??

These new workers are the critical piece of the puzzle that’s missing!

They don’t exist yet…

So we have to train them!

If you’re a “Pro” subscriber, I’ll share my investment pick that can get us positioned to profit from this massive shift. This is way to profit from getting all these new workers trained!

In the meantime, Zatlin out. Talk to you soon.



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Andrew Zatlin
Andrew Zatlin
Moneyball Economics