Newsletter

The NATO Cash Machine: Mapping Where Defense Dollars Actually Land

Market Bubble Metrics at 0.91 vs. The Media's Great Disconnect

1776, 1870, 1960... and now, 2026.

Higher Rates Are Coming. Your Balance Sheet Needs to Know.

China's Chip Independence Just Crossed the Point of No Return

PM Brief: De-Risking the AI Hardware Complex and the Telco Eviction Notice