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.
Jason WilliamsPosted July 30, 2026
Wall Street is right that AI will require enormous amounts of power — but history suggests it could be dramatically wrong about exactly how much. Here's what investors need to know...
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...