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The Coming WaterQuake: Why America's Next Great Crisis Could Be Measured in Drops, Not Barrels
Brian HicksPosted August 21, 2026
At the very same time America is experiencing expanding drought conditions, we're racing to build thousands of new AI facilities that also need reliable water supplies. That's not a coincidence...
Gold’s Bull Market Just Proved Us Right
Jason WilliamsPosted August 21, 2026
Gold jumped about 10%, but miners soared even higher. The BPI signal worked — and another gold-backed asset may offer even more upside.
The Companies Building the Road to Space
Jason WilliamsPosted August 20, 2026
Railroads, highways, and the internet created enormous new economies. Now companies solving space’s transportation problem could unlock the next one.
The Race for the Intelligence Economy Has Already Begun
Brian HicksPosted August 19, 2026
One of the world's most technologically advanced nations has concluded that the defining economic opportunity of the next generation isn't another smartphone or another social media platform. It’s...
The Next Chip War Just Started
Jason SimpkinsPosted August 18, 2026
China just gave Nvidia's light-speed bet a new rival — and Washington a new problem.
Ukraine Is Kicking the Sh!t Out of Everybody — It's a Profit Opportunity
Jason SimpkinsPosted August 17, 2026
Ukrainian drone pilots keep dismantling U.S. and NATO forces in war games, and Washington is finally funding a real response. Here's the investable angle.
Wall Street’s SpaceX Mistake
Jason WilliamsPosted August 14, 2026
Wall Street said SpaceX was overvalued. Then the stock surged more than 40% off its August low. Now we’re looking at three space stocks with even more upside.
America Just Found a Massive Tungsten Deposit
Jason WilliamsPosted August 13, 2026
America hasn’t mined tungsten in more than a decade. A massive Nevada discovery could help break China’s grip on a metal critical to U.S. industry and defense.
The Energy Revolution: The Critics Saw an Energy Crisis. Visionaries Built an Entirely New Energy System.
Brian HicksPosted August 12, 2026
At the beginning of this century, one of the most important investment themes in the world was born. It started with a simple realization: The age of cheap, easy-to-find oil was coming to an end.
Boeing Just Threw Its Full Weight Behind the eVTOL Craze
Jason SimpkinsPosted August 11, 2026
Boeing just agreed to sell Archer three subsidiaries — Wisk Aero, Insitu, and SkyGrid — and take an equity stake in Archer in return. Here's why that deal just changed the entire eVTOL...
Ukraine Is Being Blanketed With Hellfire... The U.S. Could Be Next
Jason SimpkinsPosted August 10, 2026
Ukraine's Patriot shortage cost lives in Kyiv this week. The U.S. is running low on the same interceptors, and Europe is racing to resupply. Here's why that makes Golden Dome non-negotiable...
The Shale Revolution: The Critics Saw an Environmental Disaster. America Built Energy Dominance.
Brian HicksPosted August 8, 2026
In the early 2000s, the conventional wisdom surrounding American energy was remarkably pessimistic. The future seemed obvious: America's best energy days were behind it. Then came shale...
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