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Geopolitics

U.S., Iran, Russia, China, Ukraine

Anthropic

+12

The Next Fed Chair Ran Money for Stanley Druckenmiller. Here's Why That Matters.

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.

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AI

+13

The Iran Ceasefire Expires Wednesday. Here's How the Family Plays Both Sides.

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.

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AI

+10

Aevex IPOs Today. Anduril Is Worth $60 Billion. The Defense Tech Boom Is Real.

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.

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Anthropic

+9

Amazon Just Bought Starlink a Competitor. Apple Picked a Side.

Apr 15, 2026

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17 min read

Amazon Just Bought Starlink a Competitor. Apple Picked a Side.

Plus: the spectrum the world's billionaires are quietly fighting over, the four space stocks the family is watching, and the AI cancer thesis from yesterday already cooking.

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Intel

+16

Markets Want to Go Higher. Here's How We Know.

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.

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AI

+11

The Ceasefire Euphoria Lasted Exactly 24 Hours.

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.

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