About

The Brubarian Papers is an independent analysis at the intersection of defense, critical minerals, microelectronics, and capital allocation.

Who I am

I'm Michael Bruno. Former Marine infantry officer for nearly a decade. U.S. Naval Academy, Johns Hopkins SAIS, Columbia Business School (Value Investing Program). I invest for a family office deploying capital across public and private markets in sectors where production, technology, strategy, and national security converge.

I write because the people allocating capital to these sectors and the people who understand them are often two different groups. This publication exists to close that gap.

What I cover (now) and will (building)

Defense industrial base economics, geopolitics, and investing — where I have depth. The supply chains that underpin national security — critical minerals, semiconductors, space infrastructure — where I'm building expertise in public through the analysis published here.

Occasionally, the Ancients. The best frameworks for thinking about power, strategy, and character were written centuries ago. They show up here when they earn it.

Why "Brubarian"

A play on my last name and homage to my previous grunt life. And a reminder that civilization is maintained by people willing to do hard, unglamorous work at the frontier — in mines, on factory floors, in shipyards, and in the unglamorous corners of the capital markets that fund them.