Brian HicksPosted July 29, 2026
Seventy years ago, President Dwight D. Eisenhower proposed a bold plan to connect every part of the United States with a massive highway system. At the time, few people appreciated that they were...
Jason SimpkinsPosted July 28, 2026
Washington isn't just worried about a bomb. It's worried about a fuel it doesn't have enough of. The Pentagon's plan to seize Iran's uranium is really about a supply crisis reshaping nuclear power...
Jason SimpkinsPosted July 27, 2026
Archer and Anduril just unveiled Thunder, their defense eVTOL, sending ACHR shares soaring. Here's why one eVTOL stock already beat them to the defense thesis...
Brian HicksPosted July 25, 2026
In January 1993, Wall Street introduced what appeared to be a rather unremarkable investment product. It was simply a basket of stocks, and its purpose was almost deceptively simple: Allow investors...
Jason WilliamsPosted July 24, 2026
Tungsten is essential to modern industry and defense, yet China controls most of the world’s supply, creating a strategic vulnerability and a compelling investment opportunity.
Jason WilliamsPosted July 23, 2026
NatGold’s Kraken launch is officially off. Here’s what we know, what happens to the 106,800 tokens already created, and where the gold-backed digital asset goes next.
Brian HicksPosted July 22, 2026
On May 11, 1935, President Franklin D. Roosevelt signed an executive order creating the Rural Electrification Administration. To many Americans, the idea seemed like an enormously expensive effort...
Jason SimpkinsPosted July 21, 2026
SpaceX shares are now genuinely below their $135 IPO price after a delayed Starship launch spooked investors. With over $1 trillion in market cap gone and a massive lockup expiration looming, here's...
Jason SimpkinsPosted July 20, 2026
SpaceX shares fell below their $135 IPO price this week, down 40% from the peak. But the real warning sign is in its $25 billion bond deal, where spreads have blown out to near-junk levels...
Brian HicksPosted July 18, 2026
The Transcontinental Railroad wasn't simply a transportation project. It was a platform that dramatically reduced the cost of economic activity. Every great technological revolution works this way...
Jason WilliamsPosted July 17, 2026
Years ago, Wall Street dismissed Palantir before the stock went on to become one of the market's biggest winners. Could analysts be making the same mistake again?
Jason WilliamsPosted July 16, 2026
Some of the world's most critical minerals rarely make headlines. But they're indispensable to everything from hypersonic missiles to semiconductor factories…