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8 out of 10 backup generators are Generac. We broke one open.

Five Wisconsin factories. $6,500. Engine, alternator, dealer margin, profit — we traced every dollar.

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4 min read

Jun 8, 2026

8 out of 10 backup generators are Generac. We broke one open.

Honeywell won't exist by July. Here's what I'd do.

The $17 billion aerospace division spins off June 29. Every HON shareholder gets shares. We break down all three pieces.


Jun 5, 2026

4 min read

America's most dangerous supply chain — mapped this week.

China controls 90% of rare earth processing. The U.S. has one mine and a handful of startups racing to catch up.


Jun 4, 2026

3 min read

One company builds every chip fab, data center, and factory in America.

Deere beat estimates by 15%. Construction surged 29%. The full stock teardown.


Jun 3, 2026

3 min read

One piece of equipment. 274% more demand. A 4-year wait.

America can't make transformers fast enough. The White House just invoked wartime powers to fix it.


Jun 2, 2026

3 min read

America's best-selling vehicle for 44 years — dissected dollar by dollar.

The F-150 XLT starts at $48,000. We followed the money — aluminum body, Ohio engine, Michigan assembly, dealer margin, Ford profit.


Jun 1, 2026

4 min read

CAT hits $888: Growth engine or stretched valuation?

With Q1 revenue up 22% and a massive backlog, Caterpillar is shifting from a construction play to an energy infrastructure giant.


May 29, 2026

4 min read

98% of shoes sold in America are imported. These aren't.

Red Wing Iron Rangers are handmade in Minnesota in 230 steps. We traced where your $350 goes — and why the American boot is cheaper per step.


May 28, 2026

3 min read

Fighter jets, power lines, beer cans — and we can't make the metal.

America lost 30 smelters in 40 years. Century Aluminum is building the first new one since 1980 — in Inola, Oklahoma. The full stock teardown.


May 27, 2026

4 min read

Build a factory. Deduct the whole thing. Here's how.

The OBBBA's factory deduction is brand new and temporary. You have until 2029 to break ground. Here's what you need to know.


May 26, 2026

3 min read

The Navy put this machine on every battleship. Now it's in your kitchen.

The KitchenAid mixer started on warships in 1917. Today it sells five per minute from one Ohio factory. We broke down the $400 price tag.


May 25, 2026

4 min read

The $13.6 billion bidding war you haven't heard about.

Two suitors. A killed merger. A $266 million breakup fee. And a deal that reshapes American energy manufacturing.


May 22, 2026

3 min read

Your car has 1,000 chips in it. Almost none are made here — yet.

$52 billion in federal money just triggered $400 billion in private investment. Here's who's building, where, and why it matters for your portfolio.


May 21, 2026

3 min read

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This newsletter is for informational purposes only and does not constitute financial advice. Always do your own research before making investment decisions.

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