Defense Tech
Defensive technology, drones, military, warfare
Anthropic
+12
Apr 21, 2026
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16 min read
The Next Fed Chair Ran Money for Stanley Druckenmiller. Here's Why That Matters.
Plus: Warsh's $100M+ Druckenmiller fund, his Palantir and crypto holdings, why his AI productivity thesis could unlock rate cuts, and what this means for every ticker the family owns.
AI
+13
Apr 20, 2026
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16 min read
The Iran Ceasefire Expires Wednesday. Here's How the Family Plays Both Sides.
Plus: the US Navy just seized an Iranian cargo ship, oil spiked to $95, Tesla earnings Wednesday, Adobe launches an AI suite to fight Anthropic, and the S&P's best week since November is under threat.
AI
+10
Apr 17, 2026
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17 min read
Aevex IPOs Today. Anduril Is Worth $60 Billion. The Defense Tech Boom Is Real.
Anduril's $20B Army deal, Palantir's $10B enterprise contract, Ondas' 820% revenue jump, and why the family owns the defense tech names the old guard is sleeping on.
Intel
+16
Apr 13, 2026
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1 min read
Markets Want to Go Higher. Here's How We Know.
The S&P 500 absorbed the worst news cycle in years without breaking. History says what happens next: an average 31% return over the following 12 months.
AI
+11
Apr 9, 2026
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1 min read
The Ceasefire Euphoria Lasted Exactly 24 Hours.
Oil back above $100. Iran says Israel violated the truce. And Ray Dalio just published the most important macro piece of the year.
AI
+11
Apr 2, 2026
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7 min read
The Market Threw a Tantrum. Then It Remembered.
Trump said all the wrong things last night and the market sold off hard. Then it bounced. Here's what that tells you. · Thursday, April 2, 2026
