Jason WilliamsPosted August 13, 2026
America hasn’t mined tungsten in more than a decade. A massive Nevada discovery could help break China’s grip on a metal critical to U.S. industry and defense.
Brian HicksPosted August 12, 2026
At the beginning of this century, one of the most important investment themes in the world was born. It started with a simple realization: The age of cheap, easy-to-find oil was coming to an end.
Jason SimpkinsPosted August 11, 2026
Boeing just agreed to sell Archer three subsidiaries — Wisk Aero, Insitu, and SkyGrid — and take an equity stake in Archer in return. Here's why that deal just changed the entire eVTOL...
Jason SimpkinsPosted August 10, 2026
Ukraine's Patriot shortage cost lives in Kyiv this week. The U.S. is running low on the same interceptors, and Europe is racing to resupply. Here's why that makes Golden Dome non-negotiable...
Brian HicksPosted August 8, 2026
In the early 2000s, the conventional wisdom surrounding American energy was remarkably pessimistic. The future seemed obvious: America's best energy days were behind it. Then came shale...
Jason WilliamsPosted August 7, 2026
Tungsten powers modern manufacturing, technology, medicine, and infrastructure. China controls nearly 80% of supply, creating a major opportunity for Western producers.
Jason WilliamsPosted August 6, 2026
Cheaper launches and expanding satellite networks are unlocking a civilian space economy far larger than the military market… and investors are starting to notice. Cheaper launches and expanding...
Brian HicksPosted August 5, 2026
It happened in August 1995, when a little company called Netscape went public. Officially, Netscape was called a “search engine.” Not many people outside of Silicon Valley knew what that meant...
Jason SimpkinsPosted August 4, 2026
Back in November President Trump launched the Genesis Mission — an AI development project the DOE directly compared to the Manhattan Project. In the past few weeks, that project went from being a...
Jason SimpkinsPosted August 3, 2026
SpaceX stock is down almost 50% from its peak, and in 72 hours nearly $116 billion in newly unlocked shares could hit the market. Here's why the bond market already saw this coming — and where the...
Brian HicksPosted August 1, 2026
Today we examine one of the greatest examples of all: the Apollo program. Critics saw an expensive moonshot with little practical value. America built technological capabilities that transformed the...
Jason WilliamsPosted July 31, 2026
Gold miners have been completely abandoned, pushing a powerful contrarian indicator toward levels that have historically preceded some of the sector’s biggest rebounds.