The Washington Heat Map November 13 — November 120, 2025

Anna's Washington Heat Map

Just facts, you think for yourself

By the time you read about it in the Wall Street Journal, the money has already been made.

It is the oldest rule in investing, yet the one most commonly ignored. Most investors—even the smart ones—spend their days analyzing P/E ratios and earnings calls, trying to predict where a stock will go next. They are looking at the scoreboard to predict the outcome of the game.

But the game isn't played on the scoreboard. It is played in closed-door committee meetings, in quiet steakhouse dinners on K Street, and in the fine print of bills that haven't passed yet.

When a company suddenly decides to spend $2.8 million lobbying Congress after spending zero the month before, they aren't doing it for charity. They are buying an outcome. They are planting a seed. And if you know where to look, that spending is a flare in the dark—a signal that management sees a massive opportunity (or a massive threat) that the rest of the market hasn't priced in yet.

This week, our algorithms flagged three distinct anomalies that defy the general market trend. While the tech giants are taking a nap, smaller, aggressive players are pushing all-in chips into the center of the table.

One is a niche drone manufacturer positioning itself for a specific Navy contract. Another is an industrial metals giant trying to rewrite the tax code to favor its specific recycling process.

These aren't guesses. The receipts are public. You just have to know how to read them.

Here is what we found in this week's signal report:

Inside This Week's Issue:

  • The $2.8 Million "Ghost Fleet" Gamble: Why a relatively small marine technology firm just increased their lobbying spend by infinity percent—and the specific Navy program they are targeting.

  • The "Civil Rights" Pivot: A major non-profit organization just dropped $7M in Washington. But they aren't talking about social issues anymore. They are talking about "Foreign Operations" and "Defense." We connect the dots.

  • The Aluminum Tax Play: How one industrial corporation is quietly lobbying for a "Critical Minerals" tax credit that could radically alter their profit margins (and leave their competitors behind).

  • The Sector Blackout: Why FedEx, Amazon, and Big Pharma have all gone silent at the exact same time—and why this "negative space" is the most bullish signal for stock pickers we've seen all quarter.

  • The Crowded Trade: The one specific bill regarding "Ocean Data" that has multiple companies swarming Capitol Hill this week.

You can trade the news. Or you can trade the news before it happens.

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