The chip gets the headlines. The supply chain gets the contract.
Apr 16, 2026
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4 min read
Copper still has a story — but the direction of travel is optical, and the supply chain opportunity is hiding in plain sight.
Apr 12, 2026
3 min read
The four-question filter I use to find companies built to last — not just built to grow.
Apr 7, 2026
Everyone is saying "buy the low," but six major signals suggest the real floor is still a long way down. Here is how I’m playing defense.
Mar 30, 2026
Geopolitics and energy costs are "hidden" factors to monitor right now.
Mar 25, 2026
1 min read