Executive Summary
Graham Allison's Thucydides Trap framework reveals a structural investment thesis hiding in plain sight. While markets obsess over trade war headlines, the real alpha lies in supply chain weaponization. Allison explicitly demonstrates China's stranglehold on rare earth magnets - 'required for cars, iPhones, laptops, F-35s, Tomahawk missiles.' The Market Consensus believes this is just political theater. The Variant Perception: This is permanent economic warfare requiring massive capital realloca...
Key Investment Opportunity
Critical Materials Reshoring - The Ultimate 'Picks and Shovels' Play
Allison's demonstration with rare earth magnets reveals the hidden infrastructure of modern warfare and technology. Every advanced weapon system, from F-35s to Tomahawk missiles, requires rare earth elements that China currently controls. This creates a national security imperative that transcends n...
...and 1 more investment opportunities
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