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Weekly research, analysis, and education on how Congressional activity impacts the stock market.

Weekly BriefingMay 5, 20265 min read

Congress Just Opened the E15 Floodgates: 3 Ethanol Stocks to Watch (May 2026)

The House passed HR 1346, allowing year-round E15 gasoline sales. Here are 3 ethanol stocks positioned to benefit from the 500M+ gallon demand boost.

$ADM$GPRE$TUSK$SAIC$CACI$LDOS+4 more
Weekly BriefingMay 2, 20266 min read

$2.4 Billion in Border Wall Contracts Just Dropped — 6 Stocks Positioned to Benefit

Two massive DHS contracts worth $2.4B signal sustained federal infrastructure spending. Here are the publicly traded heavy equipment and materials suppliers positioned to benefit.

$CAT$NUE$VMC$MLM$EXP$FLR+1 more
Weekly BriefingApril 28, 20267 min read

Over $5 Billion in Federal Contracts Just Dropped — 10 Stocks Positioned to Benefit

Federal contracts totaling over $5 billion were awarded this week, signaling major opportunities for infrastructure, healthcare, and technology stocks like $UNH, $CAT, and $PLTR.

$UNH$CAT$NUE$VMC$MLM$PLTR+4 more
Weekly BriefingApril 21, 202612 min read

Space Exploration Leases Take Flight: NASA Opens Doors to Private Sector, Boosting Aerospace & Tech

This week, Congress advanced legislation to expand NASA's leasing authority, streamline broadband deployment, and increase oversight on federal projects, creating significant market implications.

$LMT$NOC$BA$RTX$SPCE$RKLB+4 more
Weekly BriefingApril 14, 202612 min read

Coal Rebound & Airspace Tech Surge: Congress Unlocks Federal Reserves and Mandates Aviation Upgrades

This week, Congress greenlit federal coal leasing and mandated advanced aviation tech, impacting energy, transportation, and defense sectors. Find out how these moves affect your portfolio.

$BTU$RTX$LMT$BA$TXT$GE+4 more
Weekly BriefingApril 10, 202612 min read

Defense Spending Soars with NDAA, Reg A+ Triples to $150M

This week's HillSignal analysis reveals a bullish outlook for defense contractors with the NDAA, a significant expansion for private capital markets via Reg A+, and key shifts in energy and finance.

$LMT$RTX$BA$GD$NOC$HII+4 more
Weekly BriefingApril 5, 202612 min read

Defense Contractors Secure Billions with FY26 NDAA, PBMs Face Profit Squeeze

This week, the FY26 NDAA guarantees substantial defense funding, while the PBM Kickback Prohibition Act threatens PBM profitability. Energy and housing also see significant legislative movement.

$LMT$RTX$NOC$GD$BA$CVS+4 more
EducationMarch 18, 20268 min read

How Congressional Bills Move Stock Prices: The CHIPS Act, IRA, and What Retail Investors Miss

The CHIPS Act moved $200B in private semiconductor investment. The Inflation Reduction Act triggered a 22% clean energy rally. Here's how to spot the next market-moving bill before Wall Street prices it in.

$INTC$TSM$FSLR$ENPH$LMT$RTX+4 more
ResearchMarch 15, 20269 min read

$773 Billion in Federal Contracts: The Trading Signal Hiding in Plain Sight

In FY2024, the U.S. government awarded $773.68 billion in contracts — $464 billion to defense alone. Lockheed Martin got $50.7B. This data is public, updated daily, and most investors ignore it entirely.

$LMT$RTX$BA$PLTR$AMZN$MSFT+2 more
StrategyMarch 12, 202610 min read

Political Intelligence for Retail Investors: What Hedge Funds Pay $20K/Year to Know

Congressional leaders outperform backbenchers by up to 47% annually (NBER, 2025). Bloomberg Government costs $8K+/year. The underlying data is free — here's how to actually use it.

$NVDA$MSFT$LMT$RTX$FSLR$BA+4 more

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