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Thursday, April 2, 2026
Image via Fox News
ICE Finally Does Its Job, Nabs MS-13 "Witch"
Federal agents arrested an MS-13 gangster nicknamed "the witch" who's wanted for murder in El Salvador. The kicker? California catch-and-released this machete-wielding psychopath back in 2023.
This is exactly why sanctuary policies are economic suicide for border states.
✍ My Take: Private prison stocks (CXW, GEO) keep winning as immigration enforcement ramps up. Border security contractors are the play here.
📎 Fox News
Artemis II Launches: America's $100B Moon Shot
NASA's Artemis II crew blasted off from Florida this morning, marking the first crewed lunar mission since Apollo. The program's price tag has ballooned to over $100 billion with aerospace giants like Boeing and Lockheed splitting the contracts.
✍ My Take: Defense contractors (LMT, BA, NOC) get another taxpayer-funded bonanza. At least this beats throwing money at climate boondoggles.
📎 Reuters
Image via National Review
Europe Wants US to Babysit Hormuz Forever
National Review argues America shouldn't hand over Strait of Hormuz security to Europeans, despite growing calls to let them handle their own energy chokepoints. Twenty percent of global oil flows through this 21-mile waterway.
✍ My Take: Every Hormuz tension spike sends oil futures soaring. Stay long energy (XLE) and defense stocks—somebody's got to patrol those shipping lanes.
Image via The Federalist
Roberts Faces Anchor Baby Showdown
The Supreme Court heard oral arguments on birthright citizenship yesterday, with Chief Justice Roberts invoking "the same Constitution" defense. The case could reshape immigration law and impact millions of so-called anchor babies.
✍ My Take: A restrictionist ruling would crater remittance flows and boost domestic wages. Watch immigration services stocks (BAH) and border tech plays.
Image via National Review
Capitol Rotunda Gets Woke Makeover
The Rotunda now displays the Emancipation Proclamation and 19th Amendment alongside traditional founding documents. Another "complete view of America" renovation courtesy of your tax dollars.
✍ My Take: Pure culture war theater. Zero market impact, but shows how deep the swamp runs even in symbolic spaces.
Keep your powder dry and your portfolio positioned for chaos. The market rewards the prepared.
— The Morning Bullets Desk
