Never bet against America.
Just hours after “Operation Midnight Hammer” lit up the night sky—deploying 14 massive GBU-57 bunker-busters via B-2 stealth bombers, Tomahawk missiles, F-35 escorts and naval firepower against Fordo, Natanz and Isfahan—global markets didn’t dive into panic mode; they treated it like a Black Friday sale.
Initially, gold spiked briefly before slipping 0.3% and Brent crude jumped 2.4%, but both quickly retraced as traders shrugged off the drama. U.S. equity futures, after an early wobble, turned positive, signaling that investors are banking on America’s ability to absorb the headline risk.
Buffett’s mantra wasn’t born yesterday. “For 240 years it’s been a terrible mistake to bet against America,” he reminded shareholders, noting that America’s economic engine has always roared back, even from war and political storms.
At Alejos Capital Group, we don’t just nod at history—we lean into it. While others clutch cash, we’re scanning the battlefield for the real winners:
Defense Innovators refining next-gen bunker-busters and stealth tech
Energy Majors ready to capitalize on any supply-side hiccups
Cybersecurity Firms standing guard against retaliatory hacks
Call it Operation Midnight Harvest: when conflict sends ripples, we hunt for the companies turning uncertainty into upside. Because if Buffett’s taught us anything, it’s that America—and its productive businesses—are the ultimate safe haven.