This website uses cookies
Read our Privacy policy and Terms of use for more information.
FOR INVESTORS
Tip of the Spear follows budgets, contract awards, government capital and the supply chain, and turns what it finds into forecasts with dates and probabilities. Every forecast is graded in public on our scoreboard, including the misses.
What you get
Forecasts with dates and probabilities
Every Thursday, The Call makes one forecast with a deadline and a probability. When it resolves, it gets graded on a public scoreboard, and the misses stay on the record.
Where the money goes
Budgets, contract awards and government capital such as DPA Title III, the Office of Strategic Capital and DLA stockpile buys. Money Moves covers funding rounds and M&A.
Supply chain and critical minerals
Chokepoint Watch runs every Tuesday and follows where the U.S. defense supply chain still depends on China. The free Chokepoint Map puts the materials, the federal deals and the deadlines in one place.
Reports
Market sizing, company profiles and forecasts you can work from. Flagship quarterly reports start in November.
How investors use it
Check a thesis
Compare your view of a sector with where appropriations and contract awards are actually moving.
Find supply chain exposure
See which companies in a portfolio rely on materials or suppliers that sit on a chokepoint.
Time around policy deadlines
Plan around dates that change who can sell to the Pentagon, such as the January 1, 2027 sourcing rules.
Readers
~1,950
Readers
About 1,950 people read Tip of the Spear.
43%
Work and government email
43% of subscribers use a work, .mil or .gov address.
Pro
$700 a year
Pro adds the monthly report, the Intelligence Hub, the report library and office hours.
Nothing on Tip of the Spear is investment advice. See our disclosures.