The money's right here. Don't let them fool you. You're all looking at the Middle East like it's bait while big money is working the switch behind the scenes. There's a rotation happening in the economy (again). Here's where money's moving:
War economies run best on steel, concrete, pipelines, harbors, and railways. The Pentagon doesn't need another SaaS platform, but it does need AI to help guide its missiles. And those missiles need infrastructure to build, store, and move them. Major banks are down 8% in the last month. WTI is up 70% since January.
I manage 9-figure public infrastructure contracts in New York/ New Jersey. The jobs aren't going cheap. Change orders keep coming in and new work keeps getting added to the roster. Public contracts are where the money is flowing and that's exactly where it was flowing when the OpenAI and Anthropic DoW contracts made headlines a month ago. Follow the public dollar.
Two moves worth thinking about. Smart money is moving to firms that live on government work: TPC, Granite, General Dynamics. For labor, it's time to learn a trade. Pick up a union book. Learn to weld. Learn pipefitting. The rotation is already happening: https://www.breakingmetrics.com
Breaking Metrics — Real Economy Intelligence
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