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The Metal the Modern World Can’t Function Without
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.
The Biggest Space Opportunity Isn’t Military
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...
The Internet Build-Out: The Critics Saw a Bubble. America Built the Digital Economy.
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...
Trump's $300 Million Bet on Photonics
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...
SpaceX Stock Implodes in 72 Hours
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...
The Apollo Program: The Critics Saw an Expensive Moonshot. America Built Technological Capability.
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...
Gold Miners Are Flashing a Rare Contrarian Buy Signal
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.
AI's Power Problem Is Real — but Wall Street’s Math May Be Wrong
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...
The Interstate Highway System: The Critics Saw Cost and Disruption. America Built the Logistics Economy.
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...
The Pentagon's Plan to Raid Iran for Uranium Isn't About Nukes. It's About Power.
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...
An eVTOL Attack Aircraft and a 20% Stock Surge
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...
ETFs: The Cynics Saw a Gimmick... Investors Gained One of the Greatest Wealth-Building Tools Ever Created
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...
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