Jason WilliamsPosted May 7, 2026
Nuclear power still has skeptics. But reactors are being built, fuel is being loaded, and uranium demand is rising faster than the supply chain can handle...
Brian HicksPosted May 6, 2026
AI data centers are draining the U.S. power grid. Here's why nuclear energy stocks could be the biggest investment opportunity of 2026.
Jason WilliamsPosted May 6, 2026
Small cap stocks in 2026 are growing earnings twice as fast as large caps — and trading at a 40% discount. Here's why investors should pay attention...
Brian HicksPosted May 6, 2026
For decades, one truth defined America: Consumer spending drives everything. But that story is changing. For the first time in modern economic history, the American economy is no longer being driven...
Jason SimpkinsPosted May 5, 2026
In a single coordinated announcement, the Department of War signed agreements with eight major AI firms to deploy their models on the most highly classified military networks in the country.
Jason SimpkinsPosted May 4, 2026
GD just proved what I've been saying for two years now. The defense bull market isn't slowing down. It's accelerating.
Brian HicksPosted May 2, 2026
Institutional repositioning always looks the same. First, the big banks ignore the trend. Then they downplay it. Then, almost overnight, they start publishing research that mirrors what independent...
Jason WilliamsPosted May 1, 2026
Defense stocks have gone quiet at the exact moment Washington is preparing to send a historic wave of money their way, giving smart investors an explosive opportunity.
Jason WilliamsPosted April 30, 2026
The West spent decades outsourcing its mineral backbone to China. Now the U.S., Europe, and allied nations are trying to rebuild it — and investors should pay attention.
Brian HicksPosted April 29, 2026
Something extraordinary is happening right now in the gold market. And it involves the wealthiest, most financially and politically connected investors in the world: central banks.
Jason SimpkinsPosted April 28, 2026
Critics said Trump's Golden Dome was a fantasy. Last week, the Pentagon's $1.5 trillion FY27 budget and SpaceX joining the software consortium with Anduril and Palantir proved them wrong — and the...
Jason SimpkinsPosted April 27, 2026
Buried in the Pentagon's new $1.5 trillion budget request — the largest military outlay in American history — is a single line item that tells you everything you need to know about the future of...