Title: Hemispheric Defense Weekly – November 09, 2025
As the week rolls to a close, the geopolitical mood in our hemisphere flickers with an undercurrent of tension, akin to the flickering embers of a campfire, seemingly serene, but capable of igniting a forest blaze under the right conditions. Our focus remains steadfast on the key U.S. hemispheric security concerns, the global context and secondary flashpoints, underpinned by a stoic reflection and philosophical frame.
Key U.S. hemispheric security concerns this week center on the intensified scrutiny of our trade and energy relationships. The Monroe Doctrine, a long-standing pillar of American foreign policy, guards our hemisphere from external interference, and we find ourselves invoking its spirit in the face of new challenges. As an assertive China expands its Belt and Road Initiative, and Russia flexes its energy muscles, the need for self-reliance echoes louder than ever.
In the global context, secondary flashpoints emerge in the form of trade spats and resource competition. The world’s stage is a chessboard, with each nation seeking strategic advantage over the other. The Roosevelt Corollary to the Monroe Doctrine reminds us to “speak softly and carry a big stick.” While we seek peaceful diplomatic solutions, we must remain prepared for any eventuality.
In the face of these challenges, we take refuge in the stoic wisdom of Marcus Aurelius, who reminds us that “You have power over your mind – not outside events. Realize this, and you will find strength.” Our strength lies not in reacting to the geopolitical winds, but in shaping them. We must leverage our economic prowess, exemplified by Austrian economics, to influence global dynamics favorably for our nation.
Investment implications in this volatile climate gravitate towards defensive sectors such as defense, energy, commodities, and infrastructure. Dividend-paying stocks with strong fundamentals and growth prospects offer a safe harbor in turbulent times.
Consider Lockheed Martin (LMT) with a P/E of 17.3 and a dividend yield of 2.7% or Chevron (CVX) with a P/E of 19.2 and a dividend yield of 4.8%. Both companies represent the defense and energy sectors respectively, and have solid long-term growth horizons.
Alternatively, Caterpillar Inc. (CAT), a leading manufacturer of construction and mining equipment, has a P/E of 18.5 and a dividend yield of 2.3%, making it an interesting pick in the infrastructure sector.
This article is not investment advice. Investors should perform their own due diligence before making any financial decisions. Despite the geopolitical uncertainties, we believe in the resilience and adaptability of our nation. As Thomas Jefferson once said, “I predict future happiness for Americans, if they can prevent the government from wasting the labors of the people under the pretense of taking care of them.” Let us strive to fulfill this prediction, even in these trying times.