All major modern industrial powers have dominated industrial production of machinery and transport, particularly autos. Look at the modern era where Germany, Japan, South Korea, and the US dominated auto production. Now look ahead and we see China is planning to dominate everything.The message for investors is clear. Invest in Western companies that are expanding in key future industries such as EVs, green energy (solar & wind), and disruptive technology. Invest in Western companies that can support the supply chain for the above key industries. Additionally invest in Western miners with critical materials and rare earth resources on US or Western soil. Western consumers can also play a role by buying locally made products.The winning investments for this next decade will be those that can succeed in the future economy and those that can supply its components and raw materials. Tesla’s meteoric stock price rise the past year as they grew to dominate global EV sales is just the first example.Put simply – “Control the supply chain, control the world”. This will be a key thematic going forward as the West moves rapidly to regain control of its future this decade. QUOTE.
