Too many monsters to destroy

Trump promised to bring back John Quincy Adams’ foreign policy: go “not abroad in search of monsters to destroy.” Now the monsters are destroying him at home.

Mark Zuckerberg redefined global warfare in 2017

Everyone’s focused on the companies building next-gen weapons and AI-powered defense systems. But the real opportunity sits deeper in the supply chain, where critical metals are becoming the ultimate bottleneck.

Why the Yogi Berra portfolio works so well

Yogi Berra’s best yogi-ism applied to investing: “It’s not what the markets don’t know that makes you money. It’s what they know that just ain’t so.”