Exploring Investment Opportunities in Overlooked Hard Assets

Investment opportunities in hard assets such as industrials, infrastructure, aerospace, and defense have been overlooked. Despite initial expectations of lower rates and capital costs due to the current economic climate, the trend is shifting towards rising rates, prompting investments in capital-intensive industries. The replication cost of hard assets is high and difficult, making them favorable for investment. The under-invested sector of hard assets is attracting top talent who are venturing into industries like composite manufacturing and hardware production, which are crucial for national defense and industrial growth. This shift towards hard assets is seen as a potential lucrative opportunity that might be undervalued now but could be highly profitable in the future.