RTX’s $20.7 Billion AMRAAM Win Is Mostly Unfunded
Raytheon’s landmark missile contract is big, but the money comes later.
AI, Data Centers, Defense: Silver Demand Is Getting Hard to Ignore.
September 30, 2026 Bonus Content: Anthropic’s Purchase Orders Moved European Chip Stocks A note from our friends at i2i Marketing…
Read the Iowa Steel Announcement. Then Set It Aside.
Mesabi Metallics is building something real. It just isn’t a 2026 trade.
Meta, Amazon, Alphabet, and Microsoft Now Have a Tax Problem
The AI infrastructure trade has a new risk factor, and it did not come from an earnings miss or a…
One signature away. Expected within months.
A note from our friends at Behind the Markets(ad) Dear Friend, Markets do not reprice when a mine pours its…
Nvidia’s $235 Billion Buyback Signals Confidence
After repurchasing $39.8 billion in the first half, Nvidia added $150 billion to its authorization through fiscal 2028.
This Company Could Become America’s Most Valuable Asset
A note from our friends at Banyan Hill Publishing(ad) Dear Reader, The Iran war just exposed a terrifying reality: Modern…
Starlink V3 Is the Business Case for SpaceX. Today’s Launch Is a Test.
Each V3 satellite is designed for 10x the bandwidth. Whether that compounds into a great business depends on numbers set long before liftoff.
The Bond Market Has Voted on AI
September 28, 2026 AI bonds now yield about 37 basis points more than the broad IG market. One of those…
See the #1 Company to Own Before December 8th
September 28, 2026 Bonus Content: Raytheon and Lockheed Have the Orders. Missiles Lag A note from our friends at Behind…