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The Bonds that Tie
How much is the bond sell-off going to cost you?
Apr 153 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


Trump Found His Ankle Breaker
Ironically, Trump's windfall with Truth Social will probably be his downfall.
Mar 26, 20243 min read


Mardi Gras Just Groped your 401(k)
The Fat Tuesday sell-off was harsh. Don't worry about it... yet.
Feb 14, 20242 min read


Confidence Trick
The US is in a Costanza economy - and will stay there as long as this strange confidence keeps up.
Jan 5, 20242 min read


The Man Needed Killin'
The mad death of Yevgeny Prigozhin may not help Putin's grip on power.
Aug 27, 20234 min read


Whisky Tango Foxtrot: The GOP Debate
Just what the hell was that all about? An agonizing assessment of the GOP debate.
Aug 24, 20233 min read


That Big Dollar Smile
The dollar may be off, but it isn't that off. And why the late dip is just the pouty part of a big, American grin
Jul 25, 20233 min read


Well, That Sucked...
2022 was the worst year for stocks since 2008, and the worst of bonds, ever. Crypto was a mighty train wreck. Happy New Year.
Jan 4, 20234 min read


Death and a Big, Bouncy Ball
Viktor Bout, Merchant of Death, is free. Brittney Griner is too. Paul Whelan is not. He looks to stay that way.
Dec 12, 20223 min read


Qatar Flexes its Balls
After securing the World Cup with bribes and hookers, Qatar is using the event for an epic flex. Well played.
Nov 22, 20223 min read


The Korea Wrinkle
With the world focused on Taiwan, will North Korea start a looming Pacific War? What Game Theory tells us.
Nov 14, 20224 min read


Notes from a Mid-Term Hangover
The biggest mid-term turnout in American history, with red waves and democracy on the ballot , has produced...not much.
Nov 9, 20222 min read


WTF: A Dirty Bomb
Just what is a "dirty bomb' and how worried should we be? Ironically, the less worried we are, the less dangerous it is.
Oct 31, 20224 min read


A Bad Limbo
Both Ukraine and Russia are exhausting themselves, and Russia appears to be running out of kit and digging in. A bad limbo awaits.
Oct 24, 20222 min read


Mind the Gap
The Bank of England stepped into stabilize the bond market. At some point it has to step out.
Oct 13, 20223 min read


Cry Havoc!
All wars are economic, but global markets have been mobilized and sent into battle over Ukraine. This is the future of war.
Sep 27, 20223 min read


The Middle Kingdom's Middle Finger
China's President Xi appears to be isolating China with in its block. Will it work? Does it ever?
Feb 18, 20225 min read


Non-Identity Politics in Ukraine
The West is guessing what Vladimir Putin is thinking. It should stop and focus on what he's selling.
Feb 3, 20224 min read
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