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Where geopolitical risk meets market reality. Commodities, sanctions arbitrage, and the trades that move when the missiles fly.
3 briefings·26m total read time·Since Mar 2026
3 briefings
March 2026
3
Defense Stocks After the F-35 Hit: Who Wins When Stealth Fails
A $50,000 IR missile damaged a $100 million stealth fighter. The procurement implications are worth more than the aircraft: DIRCM retrofits, interceptor production surge, drone defense. Here's who wins.
10 min read · Mar 26
The $580 Million Question: Is Someone Trading on War?
$580 million in oil futures changed hands in a single minute, 15 minutes before Trump claimed peace talks with Iran. Someone knew.
8 min read · Mar 26
Gold at $4,400 During a War: The Fed Is More Powerful Than Bombs
The ultimate safe haven crashed 22% during the ultimate crisis. The Fed did what Iran's missiles couldn't. It broke gold's momentum.
8 min read · Mar 25