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Americans are sick of policing the world, and that’s going to crush these stocks

As most of my readers remember well, the world changed forever on the morning of September 11, 2001. It is often said that our country has been on a permanent war footing since that day, but that’s less than half of the truth. We have actually been on a permanent war footing since shortly after World War II. What changed is that since September 11, we have been permanently at war. That is why escalation in Syria means less than you might think. Assuming (and it is probably safe to do so) that there is now an increased risk of nuclear annihilation, there’s no way from conventional military contractors to profit from that.

As the possibility increases of a blue wave in November, the risk to the huge future profits of military contractors increases. The likelihood of prolonged conflict may seem to have risen, but in fact, what has really risen is the probability that the US will pull its troops out of the Middle-East. This is easily confirmed by examining the reaction to the recent attack on Syria from both the left and the right. When America’s left and right attempt to pull the government in the same direction, they inevitably get their way.

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Julian Close

Julian Close became a stockbroker in 1995. In his 20 years of market experience, he has seen all market conditions and written about every aspect of investing. Julian has also written extensively on corporate best practices and even written reports for the United Nations. He graduated from Davidson College in 1993 and received a Master of Arts in Teaching from Mary Baldwin College in 2011. You can see closing trades for all Julian's long and short positions and track his long term performance via twitter: @JulianClose_MIC.