Blog
Research and analysis on congressional stock trading patterns.
April 20, 2026
US-Japan Deal Tracker: Portfolio Update, SEC Filings, MP +37%, SMR +25%, Congress Already Buying
The Politraders US-Japan $550B Framework Portfolio is up 11.07 percent since launching on Autopilot April 1. MP Materials +37%, NuScale +25%, and four more double-digit winners. Every winner traces to a specific SEC filing. Congressional committees were positioning for five months before the portfolio went live.
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April 7, 2026
Japan's 67-Year Nuclear Submarine Ban Is Ending. Congress Members Already Own the Defense Stocks.
Admiral William Houston has visited Tokyo three years running. Japan's defense ministry is debating nuclear submarines for the first time since 1959. Armed Services members hold the defense stocks connected to the deals.
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April 1, 2026
March 2026: The Quietest Month in Congressional Trading Happened During the Biggest Oil Spike Since 1988
The expected story was congressional insiders buying oil and defense stocks before the crisis escalated while the data tells a different story entirely. 38 trades across 9 members. All energy positions were sells.
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March 25, 2026
$56 Billion in US Energy Exports Got Signed in Tokyo Over Five Days. Congress Members Were Already Holding the Stock.
Seventeen countries signed nuclear, LNG, critical minerals, and coal deals at the Indo-Pacific Energy Security Forum. Five new NYSE/NASDAQ companies entered the deal universe. Japan's $1.3 trillion in foreign reserves backs the financing. Congressional disclosure filings show who held what before the ink dried.
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March 20, 2026
The $550B US-Japan Energy Deal: Nuclear Reactors, AI Data Centers, and Congressional Stock Trades
The largest bilateral investment framework in history names specific companies and dollar figures. Nuclear reactors and AI data centers dominate the $550B commitment. Crude oil is 0.5%. Congressional stock trades split along a fault line: some members bought what the deal funds, others bought what the headlines said.
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March 18, 2026
Chip Tariffs, Crypto Rules, Grid Bills: What Congress Bought Before Q1 2026's Five Acts
A semiconductor tariff, crypto regulation, critical minerals proclamation, grid modernization, and GLP-1 pricing. Congressional buying preceded each by 4-8 weeks. A senator bought a Bitcoin proxy eight times while chairing the committee writing crypto regulation. The disclosure data tells the story.
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March 2026
Do Politicians Beat the Stock Market?
We tested five strategies on 30,000 congressional trades. Every approach failed. But in specific short windows, the numbers are harder to dismiss than the headlines suggest.
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