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
Richard Duncan
Recent Posts by Richard Duncan
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
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
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
I recently spoke with Kirk Chisholm on the Money Tree Investing podcast about the most important macroeconomic and geopolitical developments now impacting the financial markets.