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Trump's Liberation Day Tariffs
What fresh hell...
Apr 33 min read


The African Mineral Rush
The president of the DRC makes an intriguing offer to the White House: Minerals for security.
Mar 192 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 122 min read


DeepSeek is Bad for Nvidia, Good for AI
DeepSeek isn't a tech crash, but a boom.
Jan 293 min read


WTF? Bond Yields
A short explanation of the bond yields that wont cross your eyes.
Jan 142 min read

The Oracle of Omaha Speaks
When Warren Buffet Speaks, it's best to listen.
Jan 82 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


A Google Split is more Cause than Remedy
The Justice Department's remedy for Google is more cause than remedy.
Oct 10, 20242 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


The Sorrows of Elon
Elon Musk's Cult of Personality Brand may not be able to take on the world.
Aug 21, 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

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


The Shipping News is Bad
North Korea is eyeballing the Houthi assault on commercial shipping. That won't do shipping costs any favors.
Feb 2, 20243 min read


The Last Days of Davos
The Universe Davos built, or claimed to, is coming apart. Step lively boys.
Jan 24, 20244 min read
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