Dear Reader,
Happy Monday.
Today is Monday, January 5th — and if you saw Dylan's video Friday, you know that this week will be a little different than usual.
Dylan is away at a very important conference this week, so I'm stepping in to fill the seat and keep the conversation going.
Today, I want to share a thought with you about something that's shaping the next chapter of America's future — and frankly, something we've been talking about here at Behind the Markets long before Washington, Wall Street, or CNN…
Competition.
Not in the sense of one company trying to outdo another…
Real, nation-to-nation competition. Competition that can change the course of history.
For more than 30 years after the Soviet Union fell, America lived in a world where there really wasn't another country capable of challenging us across the board. We were the dominant economy, the dominant military power, and the dominant technology leader.
And when you go that long without a serious challenger, something predictable happens.
You get complacent.
We outsourced critical manufacturing.
We let semiconductor production concentrate overseas.
We allowed shipbuilding capacity to wither.
We handed rare earths to China.
We let the power grid age in a world that now depends on AI, data, electrification, and constant uptime.
These problems began decades ago, but only now are they really finally being addressed.
I read something really fascinating over the weekend.
Back in the 1950s, the U.S. government faced a massive agricultural threat: the screwworm, a parasitic fly that infected livestock, killed animals, and cost farmers a fortune every single year.
Instead of looking for a quick fix, scientists and policymakers launched a program in 1957 using what's now known as the Sterile Insect Technique (SIT) — releasing sterile screwworm flies to break the reproduction cycle.
It took decades of work, but the screwworm was eradicated from the United States… livestock were protected… and according to USDA estimates, this program has saved American farmers over $1 billion every single year in avoided losses — adding up to $50-70 billion over time.
America can accomplish extraordinary things when policymakers take problems seriously and begin the long, arduous journey to create long-term solutions.
When a threat truly matters, you don't wait for it to become unmanageable — you start early, invest, and stay committed until you solve it.
We can't change the past.
But we can change the future.
And President Trump's "America First" agenda is designed specifically to bring the most critical industries back onto American soil.
That's why Dylan pulled out all the stops, and reached out to the most influential people in his rolodex…
To create a new service designed to pinpoint the companies poised for explosive growth in this new era in American history.
And TOMORROW MORNING, we're about to release a brand new pick.
It's a Micro-Cap that just received a massive investment from J.P. Morgan.
And that's on top of the investment they received from John Paulson, Jim Simons, and Louis Bacon.
If you aren't on the list to receive this major stock alert, make sure to get on the list right now.
Again, we release this pick tomorrow morning.
"America First" isn't just a campaign slogan.
It's a highly-necessary push by the U.S. government to bring back critical infrastructure to the United States after decades of stagnation.
Because here's the deal:
China is a full-spectrum competitor — economically, technologically, militarily, diplomatically.
And that reality is forcing the United States to do something it hasn't really had to do in a generation:
Take itself seriously again.
Look at what's changing:
We're rebuilding semiconductor manufacturing here in America.
We're investing in shipbuilding again.
We're finally treating rare earths as strategic resources, not afterthoughts.
We're recognizing that AI, data centers, and automation require enormous, reliable energy — and we're starting to deal with that reality.
We're modernizing defense, cyber capabilities, and industrial capacity.
For years at Behind the Markets, we've been saying:
"America is going to need to wake up to this eventually."
And now we finally have.
But in today's trying times… where there's a real, serious threat to American world dominance, we will do what we need to do: rebuild, rethink, and reassert what it means to lead.
This competition may be a threat.
But it will also be the thing that pushes America to get stronger than it has been in decades.
Talk to you tomorrow.
All the best,
Simmy Adelman, Editor-in-Chief
Behind the Markets
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