Every quarter that I recap balances from the defense sector, I realize that, in my opinion, the new American industrial cycle is not arising from Silicon ValleyI’m an economist and independent investor based in Argentina, currently a Ph.D. candidate in Economics at UCEMA. My research and writing connect macroeconomic context with company-level valuation to identify long-term opportunities. Being based in Argentina gives me an inside perspective on one of the most complex yet dynamic markets in the world, al ...