This website uses cookies
Read our Privacy policy and Terms of use for more information.
Weekly
Apr 26, 2026
•
6 min read
They originally modeled it in "hundreds of millions." This week they revised to "billions per year." The investable surface is wider than it looks.
Tips
Apr 23, 2026
One stock making up 20%, 30%, 40% of your portfolio isn't just a win — it's a liability.
Apr 20, 2026
4 min read
A scary "AI is going to kill cybersecurity" headline makes markets scared. The second-order read is a budget expansion story.
Apr 16, 2026
The chip gets the headlines. The supply chain gets the contract.
Apr 12, 2026
3 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 7, 2026
The four-question filter I use to find companies built to last — not just built to grow.
Mar 30, 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 25, 2026
1 min read
Geopolitics and energy costs are "hidden" factors to monitor right now.
Mar 15, 2026
Stop chasing the hype. Here is the infrastructure and supply chain research you missed.
