Why Warren Buffett Was Right About Airline Stocks — Until He Wasn’t — and What His Original Logic Teaches You Now
For almost forty years, Warren Buffett warned anyone who would listen that investing in airlines was a bad...
Why Goldman Sachs Just Said Industrial and Defense Stocks Are the New “Safe Havens” — and What That Means for Tech
A quiet rewrite has been taking place somewhere on the 43rd floor of Goldman Sachs’ Manhattan headquarters. Neither...
The NATO Spending Surge Is Creating Procurement Winners Across Europe, These Are the Three Stocks to Own
A Rheinmetall plant on the outskirts of Düsseldorf is operating longer shifts than it has in thirty years....
The 7 Best Defense Stocks to Buy Right Now According to U.S. News — and Why the Timing Has Never Mattered More
At dinner parties, no one discusses a certain type of stock. There isn’t a charismatic founder wearing a...
Trump’s Record Defense Budget Just Hit $1 Trillion, Here Are the Stocks That Benefit Most — and Which Ones Don’t
A partially completed destroyer is sitting in dry dock outside a shipyard in Newport News, Virginia, with the...
The Pentagon’s $886 Billion Budget Has Created a New Category of Financial Winner That Isn’t a Defense Contractor
A small group of bankers and equity partners are having an exceptionally successful year somewhere on K Street,...
Silicon Valley Is Infiltrating the Defense Sector, Here’s the $1.5 Trillion Reason That Changes Everything
In a building in Costa Mesa, California, engineers wearing fleece vests pass autonomous fighter aircraft prototypes on their...
Why Northrop B-21 Production Investment Matters More Than the Pentagon Is Saying
North of Los Angeles is a section of the California desert where hangars are low and unmarked, and...
The Defense Startup Paradox: Why Breaking into the Pentagon’s Procurement Process Takes a Decade
At defense tech meetups in Arlington or El Segundo, you come across a certain type of founder: sleeves...
Why Defense Finance Is Now the Most Interesting Corner of the Entire U.S. Government Bond Market
Bond traders have begun to observe an odd phenomenon occurring at the periphery of the Treasury market in...