In July 2025, Ukraine captured Russian soldiers using an assault force made entirely of drones and robots. The future of land warfare isn't theoretical anymore — it's operational. The strategic implications for everything from conscription to defense economics haven't been absorbed yet.
The US military identified climate as a national security threat before climate science became politically contested. A bomb cyclone battering the Northeast isn't a weather story — it's an infrastructure vulnerability report.
I've studied military doctrine since JROTC in 2000. The principles that win wars also win markets — if you understand what's actually being said.
Most investors study the asset. Almost none study the adversarial forces working against their position. That gap is where edge lives.