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What Trump Should Do About Charlotte
The killing of Iryna Zarutska should catalyze a crackdown on urban crime.
21 hrs ago
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Portfolio Armor
5
3
Back To The Hemisphere
The Pentagon's draft National Defense Strategy vindicates my February call.
Sep 6
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Portfolio Armor
4
Exits, 9/5/2025
How we did on the trades we exited this week.
Sep 5
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Portfolio Armor
2
Trade Alert: Top Names
Another past winner returns to our top ten.
Sep 5
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Portfolio Armor
1
3
Bonds Are Sounding An Alarm
Stocks haven't heard it yet.
Sep 5
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Portfolio Armor
1
Top Names, 9/4/2025
Updating our top names performance and presenting this week's top ten names.
Sep 5
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Portfolio Armor
3
3
Trade Alert: Top Names + Nuclear
An bullish trade with uncapped upside on one of our top names in the nuclear space.
Sep 4
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Portfolio Armor
2
Trade Alert: Top Names + China
Bullish bets on two of our top ten names from last night—one a Chinese ADR, and the other a high-beta U.S. name—both stocks we've exited profitable…
Sep 3
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Portfolio Armor
6
Two Miners We’re Riding As Gold Prints New Highs
Both were PA top names back in May.
Sep 2
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Portfolio Armor
2
August 2025
After The Appeals Court
Can Trump's fiscal playbook still work?
Aug 30
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Portfolio Armor
1
Exits, 8/29/2025
How we did on the trades we exited this week.
Aug 29
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Portfolio Armor
2
Trade Alert: Top Names + Market Watchers
Bullish bets on two names that fit our core reindustrialization themes.
Aug 29
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Portfolio Armor
1
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