Archive Category: Moneyball's Capitol Gains Trader Archive

Midterm elections are now less than six days away … And while many races remain close, Democrats have begun to edge out a significant advantage in a number of pivotal races. Polling is far from perfect, of course. Nevertheless, we should still prepare for the prospect of a D.C. divided — where Trump still controls the presidency, but democrats are fighting him in Congress.

85% of all drones purchased by the Israeli military come from one company… And this same company is now beginning to broaden its horizons, adding a slew of new potential customers seeking an alternative to American providers who just can’t keep up anymore. I’m talking about our latest acquisition, which climbed 11% in a little over a week after we added it to the portfolio.

AI spending is the talk of Wall Street right now … but there’s another $3 trillion spending super cycle underway that investors are completely overlooking… Because the flow of money in the defense industry is rapidly shifting away from the “usual suspects” like Lockheed Martin (LMT) and RTX, formerly Ratheyon (RTX) . Militaries are turning away from some of the huge, expensive platforms that dominated the last generation and putting more money into drones, AI-driven systems and newer defensive technologies.

Hello, and welcome to Capitol Gains Trader… We’ve got quite a few new subscribers joining us this week, and I’d like to start by welcoming you all aboard! My digital door is always open, so to speak, so feel free to email CapitolGains@MoneyandMarkets.com at any time with any questions or feedback you might have. And I’m serious about that. If there’s ever anything you think we could be doing better, or doing more of, just drop a line and we’ll make it happen.

You’ve probably already heard the media narrative by now… “US missile stockpiles are running low,” or “the U.S. Military has depleted half its stockpiles of its most expensive munitions in Iran War,” (that last one comes word for word from a recent headline in Fortune). Based on the simple laws of supply and demand, one might assume this is a massive opportunity for big defense stocks. But companies like Lockheed Martin (LMT) and RTX, formerly Raytheon, (RTX), are currently underperforming the market.