Archive - The Ruck Filter

🌐 The Physical Pivot: Chips, Fiber, and Consolidation Poker

The Ruck Filter #007 • February 22, 2026

Feb 22 • Daniel Ruck

🌐 The Productivity Escape Velocity: Debt Spirals & Bitcoin Rifts

The Ruck Filter #006 • February 15, 2026

Feb 15 • Daniel Ruck

🌐 The Orbital Lifeboat: Musk’s SpaceX Merger & The Warsh Regime

Kevin Warsh’s real-time Fed, the "Claude Crash" for SaaS, and why Copper is the non-negotiable molecule.

Feb 8 • Daniel Ruck

🌐 The Treasury’s Shadow QE & The Arizona Water Wall

The Ruck Filter #004 • February 1, 2026

Feb 1 • Daniel Ruck

January 2026

🌐BlackRock's 19% Warning & The $3.6T Bond Shield

The Ruck Filter #003 • January 25, 2026

Jan 25 • Daniel Ruck

The M&A Shift – Remedies over Blocks

Why the new FTC strategy favors strategic buyouts. Analysis of Siltronic, Jenoptik, and Aixtron as prime targets for US capital.

Jan 18 • Daniel Ruck

Trump’s $1.5 Trillion Hammer & Your Portfolio

The Ruck Filter #001 • January 11, 2026

Jan 11 • Daniel Ruck

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