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SpaceX Has a $1 Trillion Blind Spot
Jason WilliamsPosted August 28, 2026
SpaceX solved one of space’s biggest problems: launch cost. But the next phase of the boom depends on closing the transportation and infrastructure gaps it can’t solve alone.
The Tungsten War Is Back — and America Is Losing Ground
Jason WilliamsPosted August 27, 2026
During WWII, nations fought to control supply and cripple industries. Today, China dominates supply, buyers are raiding U.S. markets, and the West is scrambling to catch up...
$40 Trillion Was Never the Story — What Comes Next Is
Brian HicksPosted August 26, 2026
The real story isn't that America is crossing another debt threshold. The real story is what governments always do once debt reaches levels that can never realistically be repaid...
The $2 Billion Photonics Bet About to Pay Off
Jason SimpkinsPosted August 25, 2026
Marvell reports earnings Thursday, and Wall Street is going to obsess over the wrong segment. The real story is the optical interconnect business growing 70%+ a year — and the AI bottleneck it...
The Space Economy Is Racing Toward $1 Trillion — and Three Stocks Are Going With It
Jason SimpkinsPosted August 24, 2026
The space economy is barreling toward $1 trillion, but a launch capacity crunch means SpaceX isn't the best way to play it. Three other space stocks are positioned to catch the overflow.
Gold’s Bull Market Just Proved Us Right
Jason WilliamsPosted August 21, 2026
Gold jumped about 10%, but miners soared even higher. The BPI signal worked — and another gold-backed asset may offer even more upside.
The Coming WaterQuake: Why America's Next Great Crisis Could Be Measured in Drops, Not Barrels
Brian HicksPosted August 21, 2026
At the very same time America is experiencing expanding drought conditions, we're racing to build thousands of new AI facilities that also need reliable water supplies. That's not a coincidence...
The Companies Building the Road to Space
Jason WilliamsPosted August 20, 2026
Railroads, highways, and the internet created enormous new economies. Now companies solving space’s transportation problem could unlock the next one.
The Race for the Intelligence Economy Has Already Begun
Brian HicksPosted August 19, 2026
One of the world's most technologically advanced nations has concluded that the defining economic opportunity of the next generation isn't another smartphone or another social media platform. It’s...
The Next Chip War Just Started
Jason SimpkinsPosted August 18, 2026
China just gave Nvidia's light-speed bet a new rival — and Washington a new problem.
Ukraine Is Kicking the Sh!t Out of Everybody — It's a Profit Opportunity
Jason SimpkinsPosted August 17, 2026
Ukrainian drone pilots keep dismantling U.S. and NATO forces in war games, and Washington is finally funding a real response. Here's the investable angle.
Wall Street’s SpaceX Mistake
Jason WilliamsPosted August 14, 2026
Wall Street said SpaceX was overvalued. Then the stock surged more than 40% off its August low. Now we’re looking at three space stocks with even more upside.
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