Forget Davos. Watch Munich.

Dear Reader,

I've been watching the elites for decades.

I know where they go. What they say. What they pretend to believe.

• Discover why Davos is obsolete: The world is no longer shaped by consensus and cooperation, but by war, sanctions, and geopolitical power

• Learn the critical shift smart investors are making: They're ignoring the reassuring narratives from Davos and watching the hard conversations at Munich

• The one principle that separates winners from losers in this new world: Capital allocation must reflect power realities, not outdated assumptions about globalization.

• AMERICA’S NEXT 1776 MOMENT IS COMING ON OUR 250th ANNIVERSARY And it could trigger the greatest transfer of wealth in American history” Click here to get on the right side

And I know when they're lying to themselves.

Davos is dead. They just don't know it yet.

The Old World Is Gone

For years, Davos was the place. 

The World Economic Forum. The gathering of the global elite.

They talked about globalization. Cooperation. Stakeholder capitalism. They believed markets could be optimized through coordination.

They were wrong. That world ended. 

It ended with Russia's invasion of Ukraine. It ended with the U.S.-China tech war. It ended when energy became a weapon and semiconductors became national security.

The new world is shaped by force. By sanctions. By war.

And Davos doesn't speak that language.

Where the Real Power Is

My rich dad taught me to follow the power. Not the talk. The power.

The power is in Munich.

The Munich Security Conference. That's where heads of state meet. 

Where defense ministers decide. Where intelligence chiefs plan.

They don't talk about stakeholder capitalism. They talk about deterrence. Escalation. Force.

They decide when to impose sanctions. When to use military power. When to tolerate conflict.

These are the people who shape your world. Your markets. Your investments.

And they are not in Davos.

The Shift You Missed

Here's what most investors don't understand.

What gets discussed in Munich becomes policy. Within a few years.

NATO burden-sharing? Debated in Munich for years. Then it became real. Defense budgets exploded. Defense stocks soared.

Energy dependence on Russia? Warned about in Munich. Ignored by Davos. Then the war came. Europe lost cheap gas. Inflation spiked. Industries collapsed.

The smart money was watching Munich. The dumb money was listening to Davos.

If you were paying attention to Munich, you saw it coming. You moved your capital. You positioned yourself.

If you were listening to Davos, you got crushed.

The New Rules

Technology is the perfect example.

For decades, investors believed in free trade. Economic integration. Open markets.

That's over.

Now, semiconductors are a strategic asset. AI is a weapon. Advanced manufacturing is a matter of national security.

Export controls. Investment restrictions. Technology bans.

These are not temporary. These are the new rules.

And if you're making investment decisions based on efficiency metrics and globalization fantasies, you're going to lose.

The world has changed. Your strategy must change with it.

Capital Allocation in the New World

This is where most investors fail. They don't adapt.

They keep their money in paper assets. Stocks that depend on global supply chains that no longer exist. Bonds denominated in currencies being weaponized.

That's not a strategy. That's hope.

My rich dad taught me to allocate capital into hard assets. Assets that produce cash flow. Assets that exist in the real world.

Energy infrastructure. Defense contractors. Strategic commodities. Real estate in stable jurisdictions.

These are assets that earn cash. Real cash. Not promises. Not projections.

When sanctions hit, when wars erupt, when supply chains break, these assets don't disappear. They become more valuable.

Gold. Silver. Productive land. Energy reserves.

These are the assets that survive geopolitical chaos. Because they are real. They have intrinsic value. They generate income.

Paper burns. Hard assets endure.

Power, Not Consensus

Davos still has its place. It's good for signaling. For elite consensus. For reassuring narratives.

But reassuring narratives don't make you money. Not anymore.

Munich offers something better. Foresight.

It tells you where the power is moving. Where the conflicts are brewing. Where the policies are hardening.

It tells you the truth. The unsentimental truth.

And that truth should guide your capital allocation decisions.

Not the fantasies peddled at Davos. Not the hope that the old world will return.

The old world is gone. Accept it. Adapt to it. Profit from it.

Your Move

My rich dad taught me to see the world as it is. Not as I wish it to be.

The world is no longer shaped by cooperation. It's shaped by conflict.

Capital allocation must reflect power realities. Not outdated assumptions.

Put your money in hard assets that earn cash. Assets that survive when paper burns. Assets that thrive when chaos reigns.

Davos offers comfort. Munich offers clarity.

Markets reward those who understand the difference.

Watch Munich. Ignore Davos.

Allocate capital into assets that produce real income in a world defined by real power.

That's where the future is decided. That's where your wealth will be protected.

And that's where the smart money is already moving.

Kiyosaki Uncensored

P.S. Did you know there's a strange loophole in SEC Form 4 that legally forces CEOs to reveal their biggest stock purchases within 48 hours? 99% of investors don't know how to read these filings. My team has cracked the code. More on this very soon.