⛏ The Policy That Could Redefine U.S. Power

The Stock Market Is Looking Dangerously Bubbly
The Shiller P/E compares current prices to the average inflation-adjusted earnings over the past ten years. It smooths out short-term distortions and gives you a clearer picture of whether stocks are actually cheap or expensive. Right now, it’s sitting just below 40. Here’s what that means… Read on »

Trump’s Nuclear Revolution: The Policy That Could Redefine U.S. Power
President Trump’s recent executive action targeting reform at the Nuclear Regulatory Commission (NRC) may well go down as the most consequential of his presidency. At our semi-annual natural resource conference last October, one of our speakers asked over dinner what single policy change could meaningfully improve America’s long-term prospects. The answer was simple: radically overhaul the NRC to unlock the development of Gen IV Small Modular Nuclear Reactors (SMRs). Trump’s May 2025 executive orders do exactly that. Read on »

A cold gold rush? The race for the Arctic’s critical minerals is heating up
In a push to break China's mineral dominance, countries around the world are increasingly turning to the thawing and sparsely populated northern polar region, seeking to seize its raw materials and benefit from new commercial trade routes. U.S. President Donald Trump, for example, has repeatedly underscored the importance of Greenland, a vast Arctic territory, calling U.S. ownership of the island an "absolute necessity" for economic and national security reasons. Read on »