Industrials

Peace by November: How to Own Russia for Free

Russia was the original BRICs darling. Then 2022 happened, and Western funds wrote their books down to zero.

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Industrials

War Builds America’s Competitive Advantage. The Uncomfortable Truth Wall Street Won’t Accept

War has been America’s most effective industrial policy. Not by design. By necessity.

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Industrials

The Napkin That Won WWII (And Why We’re Betting on the Sequel)

Two and a half years ago, we launched a fund focused on North American industrial companies.

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Industrials

Rosie the Riveter: What a 1943 Hit Song Still Teaches Us

That’s from “Rosie the Riveter,” a 1943 hit song. If you’re outside America, you’ve probably never heard it.

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Industrials

Iran’s war ends in July. Not a prediction. An equation

Leaders don’t act on ideology. They act on survival.

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Industrials

Four Musicians, Forty Minutes, and the $670 Billion Answer

The Economist Who Listened to Beethoven

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Industrials

The $5 Trillion Question

One Chip vs. America’s Backbone

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Industrials

The $362 Billion Signal: Why the “Easy Money” Has Moved to Boring, Non-AI Industrials

Capturing the 2026 upside where cycle timing meets policy stimulus.

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Industrials

U.S. Industrials Are Poised to Be AI’s “Ikea Moment”

The Container Made the World Richer—Just Not Its Inventors

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Industrials

The World’s Worst Bet — And the Trade of a Generation

We are big believers in charts—they can illuminate dynamics that words or numbers often obscure.

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Industrials

From Tariff Pain to Market Share Gain: The Industrial Thesis Strengthens

Rewiring Supply Chains: Tariffs Accelerate the Shift to North America

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Industrials

Three’s Company: Willow Run, Buffett, and Grantham Agree on America’s Industrial Renaissance

This week, we were delighted to see Jeremy Grantham — legendary value investor, founder of GMO

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Industrials

Buffett’s Next Move: Industrials are the Key to Berkshire’s $180B Cash Reserve

Buffett’s Early Focus: Minimal Industrial Investments and Strategic Sector Choices

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