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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


Napoleon v. Trump
There are parallels, mostly delusional, but they are there.
May 28, 20256 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 Next Super-Cycle
Is defense the next super cycle?
Mar 27, 20254 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
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