Paid-members only Markets Featured 10 Stocks Worth Watching This Week: The Iran War Trade and the Fed Freeze — March 17–21, 2026
Paid-members only Defence Featured Europe Is Rearming at a Historic Pace. The Investment Opportunity Is Still Underappreciated. For the first time, every NATO ally meets the 2% GDP defense target. Germany just approved a €108 billion defense budget — up 25% year-on-year. Global defense spending tops $2.6 trillion. The structural cycle is just getting started.
Paid-members only Geopolitics Featured The Poor Man's Atom Bomb: How AI Broke the Nation-State Monopoly on Weapons of Mass Destruction The cost of engineering mass casualties has collapsed 99% in two decades — and AI has just removed the last technical barriers. The nation-state monopoly on weapons of mass destruction is over. Here's what that repricing means for your portfolio.
