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Recent Posts by Richard Duncan

The AI Arms Race Has Begun

Artificial intelligence is rapidly becoming the most important military technology of our age. The country that masters AI first will dominate the rest of this

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The Silicon Valley Challengers

The US defense industry is being transformed. For decades, the Pentagon relied mainly on a small group of large defense contractors to build America’s most

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The Titans of Traditional Defense

America is entering a new era of rearmament. President Trump has called for $1.5 trillion of defense spending in fiscal year 2027, a dramatic increase

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SpaceX: The IPO That Could Reshape Markets, AI, Defense, and the Future of Capitalism

SpaceX is preparing for what is likely to be the largest IPO in history. According to reports, the company hopes to raise approximately $80 billion

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The Defense Spending Boom Has Begun

The defense spending boom has begun. This new Macro Watch video explains why US defense spending is likely to rise significantly in the years ahead

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