Everyone’s scared right now.

I get it.

War. Iran. Oil. Chaos.

But let me tell you something nobody on TV is saying.

This might be the greatest wealth-creation event of our lifetime.

Here’s what’s actually happening on the ground.

The United States looks to have control of Iranian airspace. Iran’s navy is all but gone. Its missile capability is down 90%. Nobody really knows who is running the country right now.

Think about that for a second.

The Soviet Union collapsed in 1991.

What happened next?

A peace dividend that lasted a decade. Trillions added to markets. A tech boom nobody predicted. Opportunities nobody saw coming.

Iran has been the single greatest source of oil market uncertainty for 47 years.

Forty. Seven. Years.

That era is ending.

People tell me: “James, supply chains are permanently broken.”

No, they’re not.

Supply chains survived Iran-Iraq. Survived the Houthis strangling the Strait of Hormuz. Survived decades of nuclear brinkmanship.

Supply chains are cockroaches.

They can always survive more than everyone thinks.

Here’s what I keep coming back to.

The United States is a net oil exporter. It doesn’t need Iranian oil. It never did. And yet Iranian instability held a gun to global oil prices for half a century.

That gun is being put down.

So what do I do with my money?

I’d short USO – the United States Oil Fund that tracks crude futures – and cover 50% lower.

I’d go long every risk-on asset I can find – AI software, crypto, anything that breathes when fear leaves the room.

Some people will say I’m being overly optimistic.

I am optimistic.

Am I naive?

I don’t think so.

The 47-year Iranian uncertainty trade is ending.

And here’s the part I believe makes this moment truly historic.

It’s not just geopolitical paradigms that are shifting.

It’s technological paradigms too.

Simultaneously.

Because while the world is watching missiles fly across the Middle East…

Another transformation is happening quietly beneath the surface.

Governments are scrambling to secure the resources that power the next technological era.

AI infrastructure. Semiconductors. Defence systems. Electric grids.

None of it works without the metals that come out of the ground.

Lithium. Rare earths. Copper. Antimony. Gallium.

And right now Washington is making moves that suggest it understands exactly how strategic those resources are.

Moves that could direct trillions of dollars into mining and resource companies in the years ahead.

If that happens, the biggest winners from this geopolitical reset won’t necessarily be oil companies.

They’ll likely be the companies supplying the raw materials that power the next industrial revolution.

That’s exactly what “The CEO” will be explaining in an invitation-only online event on 23 March called The Big Dig
.

During the briefing, he’ll walk through:

  • Why the global scramble for natural resources is just beginning
  • The government moves that could unleash a massive mining boom
  • And three specific stocks positioned to benefit from it

If you want to understand what’s really happening beneath the headlines – and how investors could profit from it – you can reserve your free spot here.

Click here to claim your free pass to The Big Dig on 23 March.

Best,

James Altucher
Contributing Editor, Investor’s Daily