A golden era of manufacturing has started in the U.S...

And it's happening right in the heartland of America.

Intel (INTC) recently announced the largest private-sector investment in Ohio's history. It's a $20 billion commitment to build at least two semiconductor production plants in the area.

A host of tech giants are following Intel's lead. Microsoft (MSFT) recently bought up a $57 million parcel of land in central Ohio.

Power-generation developer Invenergy recently announced a $600 million investment in what could become the country's largest solar panel production facility.

And Amazon (AMZN) plans to spend an estimated $7.8 billion over the next six years to build data center operations in the area.

The U.S. lost 5.8 million manufacturing jobs from 2000 to 2009. Now, these jobs are coming in a big way... and not just in Ohio. Today, we'll delve into the opportunities that await investors in this manufacturing revolution.

This manufacturing revival is poised to transform the U.S. economy and provide a host of new jobs...

Take a look at the findings from a recent study by consulting firm McKinsey...

Reviving manufacturing could add up to 1.5 million jobs, particularly among middle-skill workers, which would help recalibrate the U.S. labor market and bolster the middle class.

This is all a part of the Great American Rebirth.

The coming wave of manufacturing jobs will lead to a turnaround for the American middle class... bringing stronger wage growth and greater financial independence.

And it's already starting...

New factories are springing up all over the country as manufacturing makes its long-overdue return. According to the U.S. Census Bureau, spending on factory construction hit a high of $108 billion in 2022.

As amazing as that is, it's on track to do even better going forward – reaching an expected $141 billion for full-year 2023. That's 30% growth, even with high interest rates and tight credit availability.

In that same report, McKinsey predicts this trend will boost U.S. GDP by 15% over the next decade. And if you need any more proof that manufacturing is about to take off, all you need to do is follow the money...

Billionaires like Elon Musk... Warren Buffett... Bill Gates... Jeff Bezos... and Richard Branson are pouring money into U.S. manufacturing. Electric-vehicle maker Tesla (TSLA) is investing $770 million in a factory in Texas. Buffett's holding company, Berkshire Hathaway (BRK-B), is spending $500 million to build a solar-powered industrial site.

Companies are clamoring to make 'Made in the U.S.A.' mean something again...

Rising geopolitical risk, fears of overly complex supply chains, and America's desire to invest in itself are all pushing a need for U.S. manufacturing.

Put simply, manufacturing jobs are coming back home. That's great news for the country.

And it's even more exciting for investors... because a select group of stocks in this unloved corner of the market are about to take off.

This is the biggest opportunity to win in U.S. manufacturing that we've seen in decades. There's still time for investors to jump in and ride the wave.


Joel Litman
January 3, 2024