The S&P just posted its worst day since the Iran conflict started. Central banks are warning of an oil-driven inflation spike. And America's nuclear buildout is stalling because we can't find enough welders. Nobody's asking why all three of these are happening at the same time.
America has spent the last decade telling an entire generation that building things was someone else's job. The trades got left behind. And now we're trying to fight an energy war that requires ironworkers, pipefitters, and nuclear technicians we don't have enough of.
The geopolitical strategy is real. The tariffs, the energy chokepoints, the pressure on China's supply chain; all of it points in the right direction. But a strategy that depends on domestic industrial capacity only works if that capacity actually exists. Right now it doesn't, and the market is starting to price that in.
Tomorrow I'm showing you where this started and why it's been hiding in plain sight for a decade. Get the full briefing at: https://www.breakingmetrics.com