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"BlackDiamonds Are Forever": How To Profit From The China-Driven Germanium Squeeze
"BlackDiamonds Are Forever": How To Profit From The China-Driven Germanium Squeeze
Piper Sandler initiated coverage of LightPath Technologies with an "Overweight" rating and a 12-month price target of $15, citing the defense supplier's proprietary BlackDiamond infrared glass, which completely "circumvents" the need for Germanium amid "significant cost increases and scarcity stemming from recent Chinese export controls."
Clarke Jeffries, vice president and senior equity research analyst at Piper Sandler, specializes in industrial software and defense technology. In a note titled "BlackDiamonds Are Forever," Jeffries outlined the core value proposition underpinning LightPath's investment...
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Jun 10, 2026 / Tyler Durden
JPM Says US Defense Base Faces 'Evolve Or Die' Moment As Warfare Forever Changes
JPM Says US Defense Base Faces 'Evolve Or Die' Moment As Warfare Forever Changes
For several quarters, we have described the Trump administration's massive push to reshape the military-industrial complex, from DOGE-driven efforts inside the Department of War to reset the procurement process, to a broader pivot toward fast-moving "war unicorns," like Anduril, rather than bloated legacy defense primes.
The urgency of that transition is now capturing Wall Street's attention. JPMorgan analysts frame it as a major inflection point: America's defense industrial base must shift away from slow-moving, costly production...
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Jun 12, 2026 / Tyler Durden
DOJ Probes Big Banks For Alleged "Debanking" Of Clients
DOJ Probes Big Banks For Alleged "Debanking" Of Clients
The US Dept of Justice is intensifying scrutiny of some of the country’s largest financial institutions over allegations that customers were denied banking services, or "debanked" for political or ideological reasons, according to the Wall Street Journal.
The US Attorney’s Office for the District of Columbia, led by Jeanine Pirro, has reportedly issued subpoenas to several major banks, including JPMorgan Chase, Bank of America, and Wells Fargo. Investigators are seeking information on account closures, customer offboarding decisions, and internal records explaining why...
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Mar 21, 2026 / Tyler Durden
On The Hidden Fragility Of Our Energy-Dependent World & The Cascading Consequences Of A Supply-Shock That Money Alone Can't Fix
On The Hidden Fragility Of Our Energy-Dependent World & The Cascading Consequences Of A Supply-Shock That Money Alone Can't Fix
Authored by Milan Adams via Preppgroup blog,
For a long time, I accepted the same framework most people in finance operate within—that the global economy is, at its core, a system governed by monetary policy, shaped by interest rates, and stabilized by central banks. It’s an appealing idea because it suggests control. If growth slows, you lower rates. If inflation rises, you tighten conditions. If markets panic, you inject liquidity. There is...
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