It’s Just Business, Nothing Personal

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Seymour Hersh is the reporter who authored a detailed account of what he believes happened to the Nord Stream 1 and 2 pipelines on September 26^th2022. Two things are incredibly interesting about his detailed article, which you can find HERE:

• Seymour Hersh is a well-respected journalist. He first became famous for exposing the My Lai Massacre and cover-up, winning him both the Polk Award and the Pulitzer.

Even more interesting to me is that Seymour is now 85 years old, which, to me, indicates that he’s not trying to publish bombshell news to advance his career. He has long been a big critic of American interventionism in global affairs, under the guise of spreading democracy.

My point is that to dismiss this very detailed account of things would be foolish.

I’m astonished at how the media has silenced this and isn’t even attempting to have a debate over this!

The traditional media is DEAD and corrupt.

• Incentives for blowing up Nord Stream: In the major de-globalization reset we are currently undergoing, both China and Europe, as well as many other countries, are breaking away from the chains of always saying ‘YES’ to American foreign policy. What the United States is moving towards is a WW2 approach of supplying the rest of the world with defense and with energy, while taking a step back on policing the world.

The Nord Stream 2 was about to allow Germany and Continental Europe to totally cut any business ties with American shale oil or with Liquified Natural Gas, as well as minimize any need to build military capabilities, if relations with Russia and China are on the right foot. This scenario perpetuates what Donald Trump called a steal, by which the United States was the only country paying its fair share to NATO.

America’s profit motives are clear; the destruction of Nord Stream revives its oil and natural gas exports, as well as Germany’s, Japan’s, Poland’s and France’s needs to militarize and purchase U.S.-manufactured military equipment.

Is Seymour Hersh’s account accurate and confirmed? You’ll have to decide for yourself, but what we know for a fact is that the hyper-globalization period, which started in 1991 and lasted, effectively, until 2020, is OVER.

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Courtesy: acetool.commerce.gov

In 2011, China’s urbanization trends and labor pool peaked. You can see how that coincides with the Federal Reserve’s need to keep interest rates at zero, as China’s labor costs were dramatically increasing, unwinding the relationship between the countries and making America rethink its trade with China.

One startling claim from Seymour Hersh was that the plan to use divers and bomb Nord Stream started to be discussed in 2021, before Russia even invaded Ukraine.

These major geopolitical changes are reinforcing my belief that American small-cap companies, servicing the domestic economy, are going to be huge winners in the coming decade, not the global multinationals that relied on hyper-globalization.

If you haven’t already, make sure to download and do your own review and analysis of my 2023 VALUE portfolio, which doesn’t include my top commodities and natural resource holdings, which I update ONLY in the newsletter!

HERE’s the 2023 value portfolio!

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Best Regards,

Lior Gantz
President, WealthResearchGroup.com