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2 hours ago3 min read
What Fresh Hell? Energy 2025
Where the hell is global energy is heading in 2025?
Nov 193 min read
Asia's Tariff Engineering
Asia's China Plus One may render tariff plans pointless.
Oct 102 min read
A Google Split is more Cause than Remedy
The Justice Department's remedy for Google is more cause than remedy.
Oct 83 min read
The LNG panic, revisited
LNG panic in Europe, and how the energy market's global dynamics could impact the world's economy.
Sep 261 min read
Dockworkers on Strike
A dockworkers strike is bad timing for the White House ahead of a close election.
Aug 213 min read
The Sorrows of Elon
Elon Musk's Cult of Personality Brand may not be able to take on the world.
Jul 103 min read
Banks Are Eating More Risk, Again
Banks are again bundling risk and selling it off. And, again, exposing themselves to risk.
May 233 min read
The Uncertain Economy
The disconnect between economic numbers and consumer gloom is more logical than you think.
May 144 min read
No Gold?... No Rush
The US dollar will remain the world's reserve currency, for one simple reason.
Apr 303 min read
A Strong Dollar Smile
A strong dollar isn't all bad.
Apr 233 min read
Tesla's Cult of Personality Pay Out
The meme stock's new variant: the Cult of Personality Stock
Apr 184 min read
The Ukraine Equation
The Ukraine equation framed so that even a Congressman can understand it.
Mar 263 min read
Trump Found His Ankle Breaker
Ironically, Trump's windfall with Truth Social will probably be his downfall.
Feb 142 min read
Mardi Gras Just Groped your 401(k)
The Fat Tuesday sell-off was harsh. Don't worry about it... yet.
Feb 23 min read
The Shipping News is Bad
North Korea is eyeballing the Houthi assault on commercial shipping. That won't do shipping costs any favors.
Jan 244 min read
The Last Days of Davos
The Universe Davos built, or claimed to, is coming apart. Step lively boys.
Jan 225 min read
Javier Milei's Warning at Davos
Strange hair, but the Javier Milei's makes some solid points on socialism v capitalism. And he'd know.
Jan 52 min read
Confidence Trick
The US is in a Costanza economy - and will stay there as long as this strange confidence keeps up.
Dec 27, 20232 min read
A Year of Living Dangerously
Argentina will be 2024's most interesting story not involving war. But it does have cloned Mastiffs.
Dec 1, 20233 min read
A Hard Landing for the US and China?
The world's two largest economies operating on different cycles has been a good thing for the global economy.
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