bhaskar saikia

“The world is changing. Truth is vanishing. War is coming.”

This is not just a line from a blockbuster movie (Mission: Impossible – Dead Reckoning Part One)—it feels like a grim prophecy unfolding in real time. As we move deeper into the 2020s, we are witnessing a volatile mix of forces reshaping global order: the rapid rise of artificial intelligence, a renewed arms race in Europe and beyond, soaring defense stocks across the world’s major military powers, and looming economic headwinds threatening financial stability.

The Rise of AI: The New Frontline

Artificial Intelligence is no longer science fiction—it is central to modern warfare and geopolitics. From autonomous drones and cyber warfare to AI-driven surveillance and misinformation campaigns, AI is transforming how conflicts are fought and how nations assert dominance.

But AI also plays a shadowy role in information warfare, blurring lines between fact and fiction in this post-truth era. Deepfakes, algorithmic propaganda, and AI-powered bots flood social media, amplifying nationalist rhetoric and polarizing societies. In a world where truth is malleable, trust crumbles, making diplomatic solutions harder to achieve.

Rearmament and the New Arms Race

Europe, alarmed by increasing instability, is undergoing a significant military buildup. Germany, France, and the UK are expanding defense budgets. The U.S. continues its military modernization, while China rapidly upgrades its naval and missile capabilities. India and Russia, too, are increasing their armaments, driven by regional conflicts and global rivalry.

This rearmament isn’t limited to state actors. Private defense companies are seeing soaring stock prices across the board—companies in the U.S., EU, Israel, China, India, and Russia are benefiting from renewed government contracts and escalating geopolitical tensions.

Defense Stocks on the Rise

Investors are pouring money into defense industries like never before. The share prices of leading defense contractors have surged, reflecting not just increased government spending but also global uncertainty. The defense sector has become one of the few reliable growth areas in an otherwise fragile global economy.

This financial flow into weaponry signals a broader reality: nations are preparing not just for deterrence, but for potential conflict.

Economic Headwinds: The Silent Storm

Behind the guns and missiles, economic warning signs flash urgently. Major economies face mounting debt burdens and inflation pressures. The recent failure of the U.S. government to auction a 20-year $16 billion bond due to muted investor demand (leading to higher bond yield) is a striking indicator of waning confidence.

Meanwhile, gold and silver prices are soaring, as investors seek refuge from a storm of economic uncertainty. These traditional safe havens tell a story of distrust in fiat currencies and a cautious global outlook.

The Dangerous Intersection

Put together, these elements—AI-driven warfare and misinformation, a global rearmament surge, skyrocketing defense stocks, and fragile economies—create a powder keg situation. In a world where truth is elusive, economic stress high, and military power growing, the risk of conflict intensifies.

Are we on the brink of a new era of war? The warning signs are clear.

Facing the Post-Truth Reality

We stand at a crossroads. The post-truth era, fueled by AI and nationalism, makes old alliances fragile and diplomatic efforts precarious. Economic fragility adds fuel to the fire. The rise in defense stocks and rearmament is not just about preparation—it reflects a global expectation of conflict.

Whether war is inevitable depends on how humanity chooses to confront this moment. Will we let misinformation, fear and division dictate our future? Or will we reclaim truth and build peace?

The world is changing. Truth is vanishing. War may be coming—but it’s not too late to turn back.

As the world braces for increasing uncertainty, I am positioning myself strategically by investing in defense stocks, which are poised to benefit from the global arms buildup (defense contracts takes 5 to 7 years to fulfill their order supplies—making this a key investment window period). Alongside this, gold and silver continue to shine as reliable safe havens amid economic headwinds and rising inflation concerns. Real assets, too, offer a tangible store of value when paper currencies waver. In this era of post-truth and rising geopolitical tensions, diversifying into these sectors feels like a prudent hedge against the storm on the horizon.