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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.

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.

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.
