William Freedman

Every factory in America runs on the same system. Here's the company.

Rockwell Automation. Revenue up 12%. Margins at 22.5%. A $2 billion bet on Wisconsin. The full stock teardown.

Jun 24, 2026

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3 min read

America is building factories again. It doesn't have enough workers to run them.

500,000 unfilled jobs. A $35.8 million apprenticeship fund already tapped out. The biggest constraint on reshoring — explained.

Jun 23, 2026

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3 min read

The first $100 running shoe is now $200. It's still made in Massachusetts.

The New Balance 990v6. Six factories. 1,200 workers. We traced where every dollar goes.

Jun 22, 2026

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4 min read

A Japanese company bought U.S. Steel. It was the best thing that happened to American steel.

$14 billion in investment. A government golden share. And 50% tariffs protecting the rest. One year later.

Jun 19, 2026

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3 min read

$7 trillion in spending. Every dollar needs power, cooling, and steel.

Data centers are the biggest construction story in America. We mapped the full sector and connected it to every company we've covered.

Jun 18, 2026

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3 min read

General Dynamics just posted $131 billion in backlog. Here's the full teardown.

Submarines. Gulfstream jets. Abrams tanks. Revenue up 10%. We break down all four businesses.

Jun 17, 2026

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3 min read

The trade deal behind every product we've covered could expire in 15 days.

The USMCA governs $1.8 trillion in North American trade. Three scenarios, three outcomes. The full breakdown.

Jun 16, 2026

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3 min read

Almost no one makes guitars by hand anymore. Martin still does.

The D-28. $3,500. Played by Cash, Dylan, and Elvis. We traced every dollar.

Jun 15, 2026

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4 min read

Inside every machine you've ever used. 70 years of raises.

Parker Hannifin. $5.5 billion quarter. Aerospace up 15%. The picks-and-shovels play on everything we've covered.

Jun 12, 2026

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4 min read

How a broken Fiat became a $136 million company in Portland.

Tim Leatherman couldn't fix his car with a pocketknife. 42 years later, 525 workers build every tool in Oregon. We traced the $110.

Jun 11, 2026

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3 min read

This company just reported $8.7B in backlog. It has zero competitors.

BWX Technologies builds the reactors inside every U.S. submarine and aircraft carrier. Revenue up 26%. The full teardown.

Jun 10, 2026

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3 min read

$568 billion in projects. The funding expires in 113 days.

The Build America, Buy America Act is the broadest domestic content law in history. Here's who profits — and what happens next.

Jun 9, 2026

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3 min read

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.

Jun 8, 2026

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4 min read

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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3 min read