6 issues
The briefs are the metronome of the Research practice: The Weekly Capital Brief lands Monday at 9am; the Weekly Intelligence Brief lands on Tuesdays.
OCT 09
In Ukraine, the area where cheap drones can find and kill almost anything is expanding outward from the front line. Defending against weapons like these is expensive, and that cost is now shaping where governments and investors put money on both sides of the Atlantic.
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OCT 02
About $31 billion in US air defense contracts in one week, and why the cash went to the supply chain behind them.
SEP 18
Drone Dominence, acquisitions, and Ukraine in Focus.
SEP 11
This week's capital went to production capacity: Covenant's missile factory, Volkswagen's Osnabrück conversion to air defense, and Swarmer's mostly-stock purchase of Ukraine's Ratel Robotics.
SEP 04
Buyers are choosing suppliers by combat environment, and the market is regionalising. Seven deals, plus the first Ukraine in focus section.
AUG 17
Issue 02 · Period: 9 – 15 August 2026 · External cut
