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Geopolitics


For the First Time in 57 Years, No Agreement Caps U.S. and Russian Nukes

For the First Time in 57 Years, No Agreement Caps U.S. and Russian Nukes

New START Is Gone. The U.S. Is Spending $95B a Year on Nuclear Modernization

DefenseTech

+9

Intel Just Rejoined the Memory Race for the First Time Since the 1980s. Here's What Semiconductor ETF Holders Need to Know

Intel Just Rejoined the Memory Race for the First Time Since the 1980s. Here's What Semiconductor ETF Holders Need to Know

Taiwan, US and Japan Just Formed an AI Memory Alliance. Samsung, SK Hynix, and Micron Are the Target

Semiconductors

+9

Japan Just Committed $36 Billion to the U.S. Soil. Here's Where Smart Money Is Moving.

Japan Just Committed $36 Billion to the U.S. Soil. Here's Where Smart Money Is Moving.

Ohio. Texas. Georgia. Japan Is Betting $36 Billion on America's Energy Future

NaturalGas

+9

China Expands Secret Nuclear Facilities Amid Global Security Concerns

China Expands Secret Nuclear Facilities Amid Global Security Concerns

The Arms Race Nobody Told You About. The Defense ETFs Already Pricing It In

ETF

+9

Grok Is Now on Classified Pentagon Networks. Musk's AI Is Inside the U.S. War Machine

Grok Is Now on Classified Pentagon Networks. Musk's AI Is Inside the U.S. War Machine

$13.4 Billion in One Year: The Pentagon's AI Bet Is the Biggest Defense Shift in a Decade

OpenAI

+9

New World Order: Munich Security Conference. EU Signal Strategic Repositioning. Aluminum Tariff Reversals.

New World Order: Munich Security Conference. EU Signal Strategic Repositioning. Aluminum Tariff Reversals.

Gold Tests $5,000 Support. Aluminum Tariff Reversals. Munich Security Conference. EU Signal Strategic Repositioning

TradeWar

+9

European Union Leaders Convene Emergency Economic Summit Amid Mounting Pressure from Washington, Beijing, Moscow

European Union Leaders Convene Emergency Economic Summit Amid Mounting Pressure from Washington, Beijing, Moscow

March 2026 European Council Summit Could Determine Fate of $1.2T in ETF Assets

Macron

+9

Kawasaki Hit +17% in a Single Day. Here's Why Japan's Defense Boom Is the Most Predictable Trade of 2026

Kawasaki Hit +17% in a Single Day. Here's Why Japan's Defense Boom Is the Most Predictable Trade of 2026

The Takaichi Trade: What a Two-Thirds Majority Means for Defense ETFs

AsianMarkets

+9

The Great Unwinding: Why China's $640 Billion Treasury Reduction Could Keep Rates Higher for Longer

The Great Unwinding: Why China's $640 Billion Treasury Reduction Could Keep Rates Higher for Longer

What Does China's 18-Year Treasury Low Mean for Your Portfolio? Analysis of the $682 Billion Signal

USTreasuries

+9

U.S.-India Trade Deal Unlocks $500 Billion in Commitments While Targeting China's Critical Minerals Stranglehold

U.S.-India Trade Deal Unlocks $500 Billion in Commitments While Targeting China's Critical Minerals Stranglehold

Beyond Tariff Cuts: How the U.S.-India Framework Agreement Reshapes Global Critical Minerals Supply Chains

IndiaUS

+9

Trump's Fed Pick Sends Gold Crashing: What Investors Need to Know Now

Trump's Fed Pick Sends Gold Crashing: What Investors Need to Know Now

Fed Chair Shock: How Warsh's Nomination Triggered Gold Crash in Hours

AI

+9

The business of US-Saudi diplomacy you’ve been missing

The business of US-Saudi diplomacy you’ve been missing

This $120B energy deal could make or break your natural gas positions

LNG

+9

Trade War 2.0: Why 2025's $200 Billion Tariff Burden Mirrors the Failed 2018-2019 Strategy

Trade War 2.0: Why 2025's $200 Billion Tariff Burden Mirrors the Failed 2018-2019 Strategy

US' Self-Inflicted Trade Wound: How 96% Pass-Through Rates Turn Tariffs Into Consumer Taxes

TradeWar

+9

Greenland's Unwritten Deal: US Missiles, Mining Rights, and the $2.1T Rare Earth Battle That's Reshaping NATO's Arctic Strategy

Greenland's Unwritten Deal: US Missiles, Mining Rights, and the $2.1T Rare Earth Battle That's Reshaping NATO's Arctic Strategy

Trump's Greenland Framework Exposes Arctic Militarization Play. No Written Deal, But Defense & Rare Earth ETFs Already Moving

RareEarths

+9

"Groundhog Day": Zelensky Torches Europe's Defense Inaction

"Groundhog Day": Zelensky Torches Europe's Defense Inaction

Zelensky Blasts European Allies as "Groundhog Day" Talkers: The Defense ETF Rotation Nobody Sees Coming

Zelensky

+9

Trump’s ‘Board of Peace’: What Happened Behind Closed Doors

Trump’s ‘Board of Peace’: What Happened Behind Closed Doors

Putin Wants to Pay Trump $1 Billion Using America's Own Sanctions. Defense ETFs Are Already Pricing It In

Trump

+9

Trump's Greenland Pivot: How the Davos "Framework" Creates a $1.5 Trillion Defense Spending Opportunity

Trump's Greenland Pivot: How the Davos "Framework" Creates a $1.5 Trillion Defense Spending Opportunity

Trump Announces NATO Deal Framework. Why Defense ETFs Just Got More Attractive

Trump

+9

Trump's NATO Shakedown at Davos: Defense Sector Poised for Historic Rally as $680B European Spending Hangs in Balance

Trump's NATO Shakedown at Davos: Defense Sector Poised for Historic Rally as $680B European Spending Hangs in Balance

Trump Questions Article 5, Threatens Tariffs on France and Denmark: Defense Sector Positioning for Sustained Rally

RareEarths

+9

Greenland's $2.4 Trillion Arctic Treasure: SCOTUS Ruling Tomorrow. What’s Next

Greenland's $2.4 Trillion Arctic Treasure: SCOTUS Ruling Tomorrow. What’s Next

Trump Threatens 25% EU Tariffs Over Greenland Resources. Supreme Court Decides Tomorrow If He Can

Uranium

+9

Taiwan's $250 Billion Chip Bet Just Rewrote the Semiconductor Playbook—Here's What Investors Need to Know

Taiwan's $250 Billion Chip Bet Just Rewrote the Semiconductor Playbook—Here's What Investors Need to Know

Trade Deal That Broke the Chip War

TSMC

+9

Arctic Crisis Escalates: Defense ETFs Surge 10.9% as Trump Doubles Down on Greenland Control

Arctic Crisis Escalates: Defense ETFs Surge 10.9% as Trump Doubles Down on Greenland Control

Defense contractors see institutional interest spike 40%

TrumpEconomy

+9

Defense Budget Meets Reality: The Venezuela Operation Changed How Markets Price Defense Technology

Defense Budget Meets Reality: The Venezuela Operation Changed How Markets Price Defense Technology

Next-gen military technology breakthrough

DirectedEnergy

+9

The Donroe Doctrine's $100B Caribbean Play: Venezuela Oil, Panama Canal, and the ETF Surge Nobody Saw Coming

The Donroe Doctrine's $100B Caribbean Play: Venezuela Oil, Panama Canal, and the ETF Surge Nobody Saw Coming

What it means for Energy ETFs

Oil

+9

Greenland: Trump’s Vision of the New World Order

Greenland: Trump’s Vision of the New World Order

What happens if America actually takes Greenland?

RareEarths

+9

Russia's Hypersonic Strike on Ukraine Just Triggered the Next Defense Supercycle

Russia's Hypersonic Strike on Ukraine Just Triggered the Next Defense Supercycle

Russia deployed a weapon NATO can't intercept. Here's how investors are positioning for what comes next.

UkraineWar

+9

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