Leigh Eichel and Ayal Bahary at Alpha Vee recently provided a live overview of their investment models and what makes them not only special but essential parts of an alert advisor's solution set. The video wasn't listed but if you don't know them yet, now's your chance to get a look behind the scenes.
Defense investing has changed. Military capability now depends as much on semiconductors and data centers as on traditional weapons systems. Frank Holmes, CEO of U.S. Global Investors, built the WAR ETF around capturing both dimensions—allocating to chips, cybersecurity, and aerospace. With global defense spending reaching $2.7 trillion and AI in defense projected to grow at 30% annually, the fund seeks exposure to the technological infrastructure reshaping modern warfare.
Rhode Island Governor Dan McKee is warming to the idea of a tax on the wealthy as one way to bolster the state’s resources after a turbulent year.