💰 The real reason JPMorgan is pouring in $1.5 trillion
“National security values determine corporate prices… birth of strategic asset markets”
🔄 End of 40-year financial capitalism
Wall Street, which used to believe in efficiency, has changed 180 degrees. JPMorgan has announced that it will invest $1.5 trillion in U.S. strategic industries over the next 10 years. CEO Jamie Dimon stressed that it is a “100% commercial decision,” but it is actually a declaration of U.S. financial capital’s joining in “national capitalism.”
🎯 Top 5 strategic assets with a lot of money
Defense, AI, advanced manufacturing, energy and rare earths. All five areas chosen by JPMorgan are front lines in the hegemony competition with China. Wall Street funds flow into these companies while Palantir’s AI analyzes the battlefield in Ukraine and MP Materials confronts China’s monopoly on rare earths.
⚡ Transformation of investment paradigm
The era of index funds is over. Now the gap between “strategic asset companies” and “non-strategic companies” will be maximized. Companies like Lockheed Martin, Nvidia and Constellation Energy will be the winners of the new era. Investors who fail to read policies will be culled.
🚨 Conclusion: Government is the answer, not the market
An era when 500 dollar drones destroy millions of dollars tanks. Now, the key to investing is not the financial statements, but the White House briefing. JPMorgan’s $1.5 trillion is just the beginning. We are living in an era where “strategic assets” are a must, not a choice, in our portfolio.
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