For decades, an army was an army: troops, guns, ships, and planes.
Whomever you fought, you sent the same men, vehicles, and artillery to destroy the enemy.
That changed after the 9/11 attacks... Our military was well prepared for defeating an enemy nation's army. But while we made quick work of the governments in Afghanistan and Iraq, our bombers and aircraft carriers were useless against small insurgent forces embedded deep in civilian cities.
Fighting Al-Qaeda required different training, different hierarchy, different weapons, and different technology.
Now, after more than two decades of orienting our military around these terrorist threats... the superpowers are back.
As I'll explain today, this shift will send money flowing into certain sectors of the economy – including some that you likely wouldn't consider.
I warned about rising military threats back in 2017... That was five years before Russia tried to seize all of Ukraine, and it was while U.S. relations with China were much better than they are today.
As I wrote at the time...
Until recently, the prospect of a full-scale ground war seemed far off. America maintained unquestioned power and [growing] global trade turned enemies into business partners.
Now, Russia's shown aggression by invading the Ukraine [referring to the 2014 invasion of Crimea] and meddling in U.S. elections. China's repeatedly tested its boundaries in the South China Sea. North Korea's missile testing appears to be building to a crescendo. European alliances are dissolving. Turkey's at odds with various factions along its borders. And we haven't even discussed the Middle East yet, where a convoluted web of foreign and regional powers are waging proxy wars in Yemen and Syria.
I predicted that military spending would grow quicker than most folks expected. And I was right...
In 2021, only a few countries met NATO's defense-spending target (2% of their GDPs). Last year, most NATO members met or surpassed that mark.
Europe is worried about Russia. Farther east, many countries are worried about China. And a resurgence of terrorism could strike at any time, too.
That's why in my Retirement Millionaire and Income Intelligence newsletters, I've recommended investing in stocks in the defense industry.
But increased defense spending doesn't benefit just obvious players like companies that provide military equipment.
According to two veteran investors with decades of experience, insiders at the highest levels of government have quietly identified a short list of critical-resource companies they believe are essential to national security.
The driving force is simple: America is running dangerously low on the materials its economy and military rely on. To avoid a crisis, Washington is aggressively backing resource firms that can help rebuild a secure domestic supply chain, creating what experts say is the strongest tailwind the sector has seen in half a century.
With a potential $5 billion federal mining fund on the way and Wall Street lining up hundreds of billions more, the next chapter of this story could deliver extraordinary gains.
These experts believe the next wave of targeted companies could deliver the largest wealth-building opportunities of their careers – but only for those positioned before Washington makes its next move.
Their goal is to help everyday investors get exposure to the momentum that's already reshaping this market... starting with the short list of companies they believe are next in line.
Now, let's get to this week's Q&A... And as always, keep sending your comments, questions, and topic suggestions to feedback@healthandwealthbulletin.com. My team and I read every e-mail.
Don't Waste Money on Car Rental Insurance
Q: I recall something you wrote about car rental insurance. Can you point me to that piece? Best. – J.G.
A: I covered this a few months ago in my Retirement Millionaire newsletter...
When you rent a car, the car company often pressures you to drop extra money for its expensive insurance policies.
Don't do it... This premium can add an extra $10 to $20 in fees per day. And you're probably already covered...
If, like most people, you pay with a credit card, that is. Many cards offer rental-car collision and damage insurance. For example, Visa will reimburse your auto-insurance deductible, towing fees, and loss-of-use charges from the rental company. They'll even cover you if the car gets stolen.
To make sure you're covered, you must put the car rental on your credit card that offers insurance protection. You also must decline any coverage that's offered by the rental company.
Different cards' car-rental policies vary, so be sure you have this coverage by reading the fine print or calling your card's customer service. You may also find that your personal car insurance covers rental cars, too.
What We're Reading...
- Did you miss it? Speculative traders lost their shirts after COVID-19.
- Something different: The final press of the penny.
Here's to our health, wealth, and a great retirement,
Dr. David Eifrig and the Health & Wealth Bulletin Research Team
November 14, 2025