Jul 17, 2025
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5 min read
The Ukraine War Is Now a Global Risk, and Almost No One Is Ready
Jun 27, 2025
The Old Rules Are Fading
Jul 3, 2025
4 min read
Who Wins and Who Loses
Feb 19, 2026
11 min read
The Free Market Just Lost Control
Feb 17, 2026
Volume Is Not Control.
Feb 12, 2026
The Return of the Reactor
Feb 10, 2026
8 min read
Oil always has the last word.
Feb 5, 2026
3 min read
If you’re tired of guessing, read this.
Feb 3, 2026
A rare track record in plain sight
