The Aerial Economy Is A Global Trend

Good morning. Happy Friday Jr!

This afternoon I’m heading to Aspen to meet with our local Sister Cities chapter.

I’ve been eyeing this organization for a while. It connects Aspen to towns around the world, offering several exchange programs – Adaptive Skiing, Arts + Culture, Medical, Ski Patrol, and Students.

I’m less interested in the recreational exchange opportunities and more focused on connecting with folks who live // work on a global scale. I’d like to find someone who shares a similar affinity for cutting-edge technology that materially improves our lives.

And if you’ve followed me for some time, you know I’m very intrigued by the activity in Argentina.

After Milei’s Presidential victory in 2024, the Argentina country ETF was the single best-performing country ETF in the following 12 months.

We’ve also seen news of Elon collaborating with the Argentine government, and Peter Thiel recently relocated his family to Buenos Aires. 

I’m not going to act like I know what’s going on down South.

I follow price and track the movement of the World’s biggest whales.

But I’ll share tonight’s findings in a later post.

This trend, the Aerial Economy, is not exclusive to the United States.

It’s a global trend – and I wouldn’t be surprised if other countries find ways to adopt innovative aerial solutions before Uncle Sam.

We’re already seeing it.

Check out what’s happening in China and across Africa. 

The thing that really excites me about this transportation trend is that the greatest impact will be seen in the rural communities often overlooked by the masses. ie the “flyover states” we hold near and dear to our hearts.

I digress.

Ondas Posts Record-Setting Earnings, Again

In other news, Ondas Holdings reported earnings early this morning.

The company posted another record-setting quarter with revenue soaring 13X YoY.

Yes – the majority of this growth has been captured by way of M&A, which is exactly what one can expect to see from a former hedge fund manager turned CEO.

The stock is down 7% as I type. But the pros own the close.

It’s a marathon. Not a sprint.