Defense, geopolitics, and security — the signals that shape everything else.
I read congressional testimony and OSINT reports the way others read press releases. War on the Rocks, Defense News, CSIS, Council on Foreign Relations, IISS, public satellite imagery, government procurement filings — I track the signals that precede market moves, policy shifts, and technology restrictions. Defense contracts, sanctions regimes, geopolitical inflection points, dual-use technology concerns. The world is not stable, and the risks don't wait for quarterly earnings calls. I watch the hard signals so you can understand the real operating environment your decisions live in.