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2026August

The Copper Bull Outlives AI

Posted August 07, 2026

Power shortages, permitting delays and local opposition could derail the AI data center buildout. Matt Badiali explains why copper’s bull case is bigger than the AI boom.
The Copper Bull Outlives AI

Missiles & Misery

Posted August 05, 2026

After five months of war, the U.S. is racing to replenish depleted missile stockpiles while Iran grapples with record inflation and its highest-ever Misery Index.
Missiles & Misery

Musk’s Mission: November

Posted August 03, 2026

Elon Musk is pouring millions into the 2026 midterm elections as new polling reveals growing concerns about election integrity.
Musk’s Mission: November