Geopolitical

Geopolitical

+9

Trump's $1.5 Trillion Defense Budget: What It Means for Lockheed Martin

Jan 12, 2026

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9 min read

Trump's $1.5 Trillion Defense Budget: What It Means for Lockheed Martin

Record 191 F-35 deliveries, $599B in new Pentagon spending, and a policy showdown. What the numbers say about LMT's next move

Andrew Green

Blue Owl Capital

+10

What's in Trump's Portfolio? The 'Boring' Stock He Can't Stop Buying

Jan 6, 2026

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11 min read

What's in Trump's Portfolio? The 'Boring' Stock He Can't Stop Buying

Wall Street's blind spot, Trump's big bet

Andrew Green

US-China Trade

+10

China's Biggest Military Move Yet Just Put Your Tech Stocks at Risk

Dec 30, 2025

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9 min read

China's Biggest Military Move Yet Just Put Your Tech Stocks at Risk

Markets have seen this before. But each time, China goes bigger

Andrew Green