Macro
Your money is no longer Triple A
What happens when the market starts pricing bonds accordingly?
Macro
Macro
Your 401(k) is a Ponzi
And you're getting wiped out too.
Japan
Flash Philo on Yentervention
You always need an angle
Japan
The Rise of Sanakatsu サナ活
Where do we Yen from here?
energy
Opec Infighting: Trojan Horse
The UAE Trojan Horse
politics
The Europe Thematic
Is the Euro here to stay?
Macro
Post-Transitory Fed: Losing the anchor
The problem is multi-layered. Really.
politics
What the hell is happening? August 2025
The AI stack is a reflexive loop. The debt is a flaming comet. And you’re still buying the dip? Thoughts on "Biden 2.0" and market scenarios for this term.
Dollar
Back from the brink / May 2025
Art of War Vs Art of the Deal.
Dollar
What the hell is happening? April 2025
GOLD STANDARD - DOLLAR STANDARD - NO STANDARD
Macro
POLICY ERROR?
“Detox” is starting to sound a lot like “Transitory Inflation”...
politics
Biden's Techno-Imperial Cycle
...and the Techno-AI Cycle as part of it