Investment Thesis

For now, the United States of America (USA) is the wealthiest nation in the world, even though it doesn't efficiently utilize the strongest, deepest Capital Markets in the World to finance (pay for) its way of life. 

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Sadly, we only Tax and Borrow (debt) 

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To efficiently finance our way of life, the USA must utilize both components of the Capital Markets: debt / equity.

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Kind of like China!

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There is nothing wrong with a nation making a "strategic" equity bet on a sector of the economy that is critical to the nation's development!   

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For the USA, the equity bet generates the Return on Investment (ROI), whereas the Capital Markets provide the formal mechanism to actually realize the ROI.