Today’s Sponsor
SpaceX could file its confidential IPO prospectus with the SEC THIS WEEK. The company aims to seek a staggering $1.75 trillion valuation and become the largest stock market debut in history. The IPO could raise up to $80 billion, with individual investors getting access to 30% of shares via E*trade, Robinhood and SoFi.
This puts SpaceX on track for a late June listing after the typical 3-month SEC review. The pitch focuses on three explosive businesses: space launch, Starlink, and orbital data centers. This is moving forward on schedule for a June or July listing.
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Monday, April 13, 2026
Image via Washington Examiner
Georgia Senate Seat Slips Further Left as Ossoff Gains Ground
Cook Political Report just moved Georgia's Senate race from "toss up" to "leans Democrat" — a clear boost for incumbent Jon Ossoff's reelection chances. The shift signals growing Democratic strength in a state that was reliably red until recently.
This matters beyond just partisan scorekeeping. A solidly blue Georgia Senate seat means less chance of meaningful tax reform or regulatory rollbacks if Republicans take the White House in 2028.
✍ My Take: Another data point showing the business-friendly South isn't as safe as it used to be. Expect more ESG-friendly policies and higher corporate tax rates to stay on the table longer. Defense contractors with Georgia operations might see some stability, but don't count on major deregulation anytime soon.
Iran Standoff Drags On — No Clean Exit in Sight
The U.S. remains stuck in the Middle East quagmire with Iran, despite years of promises to pivot away from the region. Military analysts see no clear path forward that doesn't involve either deeper engagement or accepting Iranian regional dominance.
Every administration talks about ending "forever wars," but Iran's nuclear ambitions and regional proxy network make disengagement nearly impossible. Oil markets remain on edge as diplomatic solutions continue to fail.
✍ My Take: This is exactly why energy independence matters for your portfolio. Iran tensions aren't going anywhere, which means oil volatility isn't either. Stay long domestic energy producers and short anything that depends on stable Middle East supply chains.
America's Growth Paradise Hits the Brakes
The nation's fastest-growing county is questioning whether explosive population growth is sustainable. Infrastructure strain, housing shortages, and quality-of-life concerns are mounting as local officials grapple with managing unprecedented expansion.
What was once seen as pure economic opportunity is now creating serious growing pains. Local businesses benefit from population surge, but residents face traffic, overcrowded schools, and stretched municipal services.
✍ My Take: Classic boom-bust warning signs. These hyper-growth areas always look unstoppable until they hit the wall. Smart money takes profits on regional real estate plays before the inevitable slowdown. Infrastructure stocks serving these areas might be the safer long-term bet.
Markets don't care about your politics — they care about your preparation.
— The Morning Bullets Desk
