Recurring Features
The fixtures you can count on — the biggest contract of the week, the catalysts ahead, who Washington helped and hurt. The cadence that keeps you early.
Contract of the Week: The Pentagon's Logistics Machine, and Who Holds the Keys
The federal government awards hundreds of billions in contracts every year. This column names the winner, traces the money, and tells you what it means for the stock.
WeeklyThe Catalyst Calendar: Your Weekly Map of Policy Events That Move Money
Washington runs on a calendar. Here's how to read it like a trader, not a journalist.
WeeklyWinners & Losers: The Washington Scorecard
Every week, Washington reshuffles who profits and who pays — here's who came out ahead and who got hit.
WeeklyThe Insider Trade: Signal vs. Noise in Congressional and Corporate Filings
What insiders are buying and selling reveals how those closest to the levers of power actually bet on policy — here is how to read it.
OngoingTariff Tracker: Who Gets Repriced When Washington Moves the Trade Chessboard
Every new tariff, trade deal, or import restriction reshuffles the deck for importers, exporters, and the domestic producers that suddenly look a lot more competitive — here's how to read the board.
MonthlyFed Watch: The Rate Machine and the Stocks That Move With It
Rate expectations are the market's invisible hand. Here's how to read the Fed's signals and which publicly traded companies actually cash in — or get crushed — when the rate cycle turns.
OngoingExecutive Order Watch: Decoding Washington's Market Moves
When the President signs his name, money moves. Here's how to read the trail — and who's holding the bag.
MonthlyThe Defense Docket: Pentagon Budgets, Program Awards, and the Companies Cashing In
Every defense dollar Congress appropriates lands somewhere — in a prime contractor's revenue line, a supplier's backlog, or a subcontractor's quarterly beat. This column names names.
MonthlyEnergy & Grid: The Column That Follows the Power
Washington controls the wires, the permits, and the fuel — here is how to track the money it moves when it acts.