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

Education•March 18, 2026•8 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.

Research•March 15, 2026•9 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.

Strategy•March 12, 2026•10 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.

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