Defense Sector

Why Defense ($ITA) is the New Utility Sector: The End of the Cycle

Why Defense ($ITA) is the New Utility Sector: The End of the Cycle

From Cyclical Trade to Structural Compounder in a Sovereign AI World

Defense Sector

+11

Defense Sector Growth: Pentagon Locks In $1 Trillion Through 2029. Why XAR Beats ITA

Defense Sector Growth: Pentagon Locks In $1 Trillion Through 2029. Why XAR Beats ITA

RTX & GE Aerospace Hold 36% of ITA. Concentration or Conviction?

Defense Sector

+7

Trump and Xi Just Hit Pause on the Trade War

Trump and Xi Just Hit Pause on the Trade War

372 days until it all expires

Defense Sector

+11

Nuclear Defense Stocks Rally 17% as Pentagon Mobilizes Small Reactor Fleet

Nuclear Defense Stocks Rally 17% as Pentagon Mobilizes Small Reactor Fleet

Project Janus aims to deploy 20-megawatt reactors across military bases

Investment Strategy

+12

Five Strategic Takeaways From Trump's Meeting With Zelensky and European Leaders: A Market-Moving Diplomatic Pivot

Five Strategic Takeaways From Trump's Meeting With Zelensky and European Leaders: A Market-Moving Diplomatic Pivot

Geopolitical uncertainty & risks analysis

Investment Strategy

+11