A $500 Billion Trade Deal
Why the Next Big Wealth Shift Won’t Come From Chips
A single facility in the South just proved America can make what it hasn’t in half a century
The early rallies were just the setup. The most powerful chapter is about to unfold.
Moonshot Minute Portfolio Update
The Geography of Power
Fortress in the Storm
It’s small, misunderstood and it could be critical to the next AI leg
The Real AI Bottleneck
You weren’t meant to notice. But it could reshape who controls the world’s resources.
Here’s how we’re positioning ahead of the next big move...
Ignore This Shift and You’ll Regret It
