Newsletter
Rock Solid Strategy: Trump Drills Into China’s Supply Chains
In a bold move to end America’s critical mineral dependence on China, the Trump administration is preparing to go beyond rhetoric and cut real checks. With the global balance of power increasingly shaped by who controls the raw materials of the 21st-century …
Made in China, Lost in Combat: The U.S. War Machine’s Fatal Flaw
The United States, often seen as the undisputed heavyweight of global military dominance, is running dangerously low on the very thing it needs to fight wars: munitions. Trae Stephens, co-founder of defense tech startup Anduril and partner at Peter Thiel’s …
UAMY and PPTA: Antimony’s Rockstars Stealing the Market Stage
Buckle up, investors, because the antimony market is sizzling hotter than a summer blockbuster, and two American heavyweights, United States Antimony Corporation (UAMY) and Perpetua Resources Corp. (PPTA), are stealing the show, strutting their stuff near …
Trump’s Royal Flush: Nevada’s Critical Minerals Take Center Stage
Nevada, the Silver State, has long been a land of opportunity, from its gold rushes to its glittering casinos. But under President Donald J. Trump’s second term, Nevada’s been dealt a royal flush in the high-stakes game of critical minerals. With a laser focus …
Layoffs and Lift-Off: Intel’s Stock Gets a Jolt
Intel's stock surged over 5% Wednesday morning following a Bloomberg report that the tech giant plans to cut up to 20% of its workforce. The timing couldn’t be more critical—just one day before its scheduled earnings release. Markets responded swiftly, and the …
Trump’s Ore-some Fast-Track: 10 Mines to Make America Shine
Buckle up, America, because the Trump administration is hitting the gas on a mineral revolution that could make the U.S. a powerhouse in critical resources! On April 18, 2025, the White House announced a bold move to fast-track 10 mining projects, a seismic …
Welcome to the Surveillance State—Powered by Palantir
Silicon Valley is no stranger to controversy, but when a revered venture capitalist publicly lambasts one of the most high-profile tech firms in America, it sends shockwaves through the entire industry. That’s exactly what happened when Paul Graham—the …
Fluent in Gains: Duolingo’s Stock Speaks Wall Street Now
Duolingo just got a major stamp of approval from Wall Street — and investors are all ears. The language-learning app’s stock soared over 10% on Wednesday after Morgan Stanley initiated coverage with a bold buy rating and a price target that tops every other on …
Gold Breaks $3,500 Barrier as Dollar Confidence Erodes
In a moment that stunned financial markets around the world, gold briefly touched a record-smashing $3,500 an ounce—an ascent fueled by political fireworks, mounting investor anxiety, and a rapidly deteriorating sense of confidence in America’s economic …
Poole Positions: Fishing for Winners in Stormy Markets
Christine Poole, the seasoned co-chief investment officer at Davis Rea, isn’t one to be shaken by headlines. And lately, the headlines have been nothing short of chaotic. With U.S. President Donald Trump reigniting trade tensions on April 2 with a heavy-handed …