
Armed and Ready
Japan just lifted 80 years of arms export restrictions — and almost nobody in the investment community noticed.

Japan just lifted 80 years of arms export restrictions — and almost nobody in the investment community noticed.

How I’ve performed YTD and over the last year, every position I hold, the philosophy behind the portfolio, and …

When two agents of chaos go to war, the market doesn’t discriminate. That’s a problem — and an opportunity.

Professor Xavier had Cerebro to amplify his powers and detect what others couldn’t see. What if you had a Cerebro …

When El Salvador bought gold at all-time highs, the shark had been jumped. Friday’s historic crash in precious …

Trump’s Greenland demands just triggered Europe’s biggest defense awakening in decades. Here’s how to …

When you can’t predict the future, build a portfolio that doesn’t need you to.

Why Venezuela’s massive oil reserves are actually a $100 billion capital trap wrapped in geopolitical chaos—and …

Two months ago, I wrote about how AI infrastructure spending was following the exact playbook of the fiber optic …

Ask someone to prove that stocks beat gold, and they’ll inevitably pull up a long-term chart showing the S&P …