Why January 2 Could Trigger the Largest Industrial Reversal in 40 Years

For four decades, American policy had one consistent theme: send it overseas.

Send the factories, the capital, the expertise.

That approach may have led to lower production costs for businesses – and, thus, higher profit margins. But it had a dark side, as well…

China cornered 97% of rare earth processing, dominated batteries and solar, and built supply chains so entrenched that the U.S. can’t manufacture its own defense systems without them.

We became dependent on a geopolitical rival for everything from smartphone components to the materials powering AI.

But that era is ending fast.

More than $11.3 trillion is now committed to rebuilding America’s industrial base – semiconductor fabs, data centers, smart factories, advanced energy infrastructure, all on U.S. soil. Tech giants, manufacturers, even foreign governments are participating in this effort.

January 2 marks a potential inflection point: a coordinated policy shift designed to accelerate this reshoring wave into something transformational.

But this isn’t a cut-and-paste version of past industrial booms.

When Ford revolutionized manufacturing a century ago, it created the American middle class. Today’s revolution is different. A $10 billion facility might employ 5,000 during construction, then run with 500 permanent workers and an army of robots.

The factories are coming back; the jobs aren’t. 

But the capital is.

And for investors positioned at the choke points where that capital flows, the next 12 to 18 months could be extraordinary…

That’s the core message behind the American Dream 2.0 Summit. This past Monday, December 8, I joined Louis Navellier and Eric Fry to explain why this next phase of capitalism could be brutal for workers – but absolutely transformational for prepared investors.

Before we get to that, though, I want to:

• Show you why more than $11.3 trillion is flooding into America’s new industrial base – and why January 2 could send this trend vertical.
• Walk you through the four choke points where this money bottlenecks – and the kinds of small companies best positioned to harness it.
• Preview our new American Dream 2.0 Portfolio – and explain why we revealed the tiny Oklahoma company tied to the January 2 catalyst at our Summit.

Take a look…

The $11.3 Trillion Tidal Wave No One’s Ready For

Behind the headlines, a stunning amount of money is already in motion.

Tech giants. Industrial titans. Drugmakers. Automakers. Even foreign governments.

All told, more than $11.3 trillion is earmarked to build out the physical backbone of a new American economy: data centers, semiconductor fabs, smart factories, logistics hubs, steel mills, auto plants, and more – on U.S. soil. 

This isn’t a press-release fantasy. It’s happening:

• Big Tech is racing to build out AI supercomputing campuses.
• Manufacturers are bringing production closer to home – not for patriotism, but for security and speed.
• Foreign sovereign wealth funds are quietly pledging trillions to participate in this “Made in America (Again)” reset.

After decades of offshoring factories, capital, and know-how to China – and watching that nation corner markets in rare earths, batteries, and solar – this $11.3 trillion wave is America’s effort to claw back control of critical industries and supply chains. 

It’s as much about national security as it is about economics.

The Washington Post recently described the capital pouring in as “the envy of the world.” 

At our Summit, Louis, Eric, and I explained why that’s not hyperbole – and why is the day this slow-building trend could go vertical. That’s when a coordinated policy pivot is set to accelerate reshoring, infrastructure, and advanced energy all at once.

But here’s the twist almost no one is talking about…

This isn’t a “jobs boom.”

It’s an automation boom.