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Picks & Shovels #2: The Munitions-Replenishment Supercycle + [NEW] Cliff Note #149
A $1.5-trillion Defense Budget and Empty Missile Stockpiles are Rebuilding the U.S. Arsenal
Aug 19 • Diego La Torre and Maj Soueidan
Picks & Shovels #1: The Great Pharma Reshoring
A $500 billion wave is reshoring U.S. pharmaceutical manufacturing.
Aug 17 • Diego La Torre and Maj Soueidan
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