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The medtech ETF beat the pharma ETF over the last decade — not because medtech won, but because two stocks inside it did. Here's what you're actually buying, and why the S&P 500 beat both anyway.

The FDA has cleared 1,451 AI medical devices since 1995. Only two have ever proven they actually change what happens to a patient — everything else has proven it's accurate, not that it matters.

AI is changing medical technology in two opposite ways. Using Abbott's cardiovascular devices and Intuitive Surgical's robotic platform as case studies, this article shows how AI strengthens the core switching-cost moat while gradually eroding the vendor-specific software layer surrounding it.

Artificial intelligence is transforming both pharma and medtech—but not in the same way. This article explains why AI reinforces pharma's patent-based competitive advantage while offering only limited moat expansion for most medical device companies, and what that means for long-term investors.

Casgevy's climb from $10 million to a projected half-billion in revenue looks like one decision. It's actually six — and the same stack explains almost any pharma company's next move.

Rare earth materials show up across the AI infrastructure stack — in chips, chipmaking equipment, and power/cooling systems — but exposure varies sharply by company. Here's a full-stack look at where dependency is highest (TSMC, Micron, ASML), where it's lowest (Vertiv, GE Vernova, Eaton), and how to think about diversifying an AI infrastructure allocation accordingly

Rare earths aren't actually rare — deposits exist on every continent. What's concentrated is processing, a capability built over decades. Here's how the mining-to-magnets supply chain works, where global diversification efforts stand, and how investors can gain exposure to both the established leader and the emerging alternatives.

What actually happens inside a pharma company before a $10 billion acquisition gets announced? This piece maps the real decision framework — build vs. partner vs. buy, the screening checklist, and why a target's leverage is easy to underestimate — using real negotiations like Novartis's standoff with Avidity Biosciences.

Gas prices are elevated because of a war-driven risk premium, not a physical shortage — Iran-linked disruptions and Ukraine's campaign against Russian refineries are both squeezing supply. A permanent decline requires both conflicts to reach a resolution that actually holds, not just a pause, and neither is currently in view.

Getting acquired well isn't luck — it's the result of decisions made years earlier. Using SEC filings from Seagen, Avidity Biosciences, and Verona Pharma, this piece walks through exactly how founders identify the right buyer, price their asset, and negotiate from strength instead of desperation.