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Tariffs, Markets and Happy Hour
The economy is still defying gravity... can it last?
Jul 8, 20253 min read


The Tariff Ruling... Ruling
Blindsiding investors with the highest tariffs since the Depression caused them to react like frogs thrown into a boil. And out they leapt, triggering market chaos across stocks, bonds and currencies
Jun 12, 20253 min read


Oil Prices Are Low
From the Saudi point of view, it’s a sneaky concession as it comes right as the “Drill, Baby, Drill” policy is starting to run up against the law of diminishing returns.
Jun 2, 20253 min read


The Wrong Metric
You are looking at the wrong metric for the China tariffs
May 13, 20252 min read


Deep Sea Mining
The vast potential of deep sea mining is causing international waves.
May 8, 20252 min read


The Bonds that Tie
How much is the bond sell-off going to cost you?
Apr 15, 20253 min read


Trump's Liberation Day Tariffs
What fresh hell...
Apr 3, 20253 min read


The African Mineral Rush
The president of the DRC makes an intriguing offer to the White House: Minerals for security.
Mar 19, 20252 min read


What to do with your Money-Fort
Warren Buffet pulled out of the market to build a money fort. where should mortal put their cash?
Mar 12, 20252 min read


DeepSeek is Bad for Nvidia, Good for AI
DeepSeek isn't a tech crash, but a boom.
Jan 29, 20253 min read


WTF? Bond Yields
A short explanation of the bond yields that wont cross your eyes.
Jan 14, 20252 min read


The Oracle of Omaha Speaks
When Warren Buffet Speaks, it's best to listen.
Jan 8, 20252 min read


What Fresh Hell? Energy 2025
Where the hell is global energy is heading in 2025?
Dec 12, 20243 min read


Asia's Tariff Engineering
Asia's China Plus One may render tariff plans pointless.
Nov 19, 20243 min read


The LNG panic, revisited
LNG panic in Europe, and how the energy market's global dynamics could impact the world's economy.
Oct 8, 20243 min read


Banks Are Eating More Risk, Again
Banks are again bundling risk and selling it off. And, again, exposing themselves to risk.
Jul 10, 20243 min read


No Gold?... No Rush
The US dollar will remain the world's reserve currency, for one simple reason.
May 14, 20244 min read


A Strong Dollar Smile
A strong dollar isn't all bad.
Apr 30, 20243 min read


Tesla's Cult of Personality Pay Out
The meme stock's new variant: the Cult of Personality Stock
Apr 23, 20243 min read


The Ukraine Equation
The Ukraine equation framed so that even a Congressman can understand it.
Apr 18, 20244 min read
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