We had a lot of fun with this stock during its last big run. It was an earnings winner, and we traded it over and over on the way up. Then it got crushed. There was a lawsuit; I think one of their competitors got FDA approval for something, and the whole thing turned into […]

Bringing a missile to a drone fight…

Let that sink in…

Dayton, Ohio has spent generations quietly building America’s military edge. Now, just down the road, Anduril’s Arsenal-1 factory is rolling autonomous fighter jets off the line. With Washington proposing a record $1.5 trillion defense budget, here’s why the biggest opportunities may belong to the smaller suppliers building the technology behind tomorrow’s drones, missiles, and robots.

But China controls the supply. At 2, I’m naming the U.S. company positioned to change that…

Pre-orders are blowing past expectations, and the stock jumped. So why did we sell?

Europe is finally picking up the check…

Time for this week’s watchlist…

The trends reshaping your portfolio aren’t up for a vote…

Washington just experienced a political earthquake. Last Tuesday, Democrats swept the midterm elections, winning control of both the House and Senate. And almost immediately, Wall Street started questioning the future of America’s defense industry. Defense stocks sold off Wednesday as investors worried that the new Congress would cut military spending, scrutinize Pentagon contracts, and derail […]

China’s rare earth export pause is set to expire Tuesday, and Beijing hasn’t said whether it’ll extend it. Karim lays out the fronts in the fight to break its grip, and one’s already paying off.

What the fear gauge is missing…