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Dive into a collection of past posts and rediscover timeless content.
The Great Buffer Shortage

Jun 16, 2026

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5 min read

The Great Buffer Shortage

The world still has plenty of oil. What it's losing is far more valuable.

Gideon Ashwood
Gideon Ashwood
Hormuz May Never Be Safe Again

Jun 11, 2026

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4 min read

Hormuz May Never Be Safe Again

The danger isn't what happens next. It's what the world just learned.

Gideon Ashwood
Gideon Ashwood
Did America's Chip War Create the Rival It Was Trying to Stop?

Jun 9, 2026

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4 min read

Did America's Chip War Create the Rival It Was Trying to Stop?

The unintended consequence

Gideon Ashwood
Gideon Ashwood
The New Axis of Gold

Jun 4, 2026

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5 min read

The New Axis of Gold

Most investors missed the real story behind the Xi-Putin meeting.

Gideon Ashwood
Gideon Ashwood
The AI Race Is Becoming a Power Race

Jun 2, 2026

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5 min read

The AI Race Is Becoming a Power Race

The AI boom is becoming an infrastructure boom.

Gideon Ashwood
Gideon Ashwood
Why is Buffett sitting on $397 BILLION?

May 28, 2026

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3 min read

Why is Buffett sitting on $397 BILLION?

The greatest investor alive just walked away from Wall Street with the largest cash pile in stock market history. The question every retiree should be asking is WHY.

Gideon Ashwood
Gideon Ashwood
The Debt Reckoning Has Begun

May 26, 2026

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5 min read

The Debt Reckoning Has Begun

Bond markets are starting to enforce limits again.

Gideon Ashwood
Gideon Ashwood
Is This America’s Suez Moment?

May 21, 2026

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5 min read

Is This America’s Suez Moment?

The old order is starting to crack.

Gideon Ashwood
Gideon Ashwood
Did the West Forget How to Build?

May 19, 2026

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5 min read

Did the West Forget How to Build?

The industrial world is breaking faster than it can rebuild.

Gideon Ashwood
Gideon Ashwood
The Myth of American Energy Independence

May 14, 2026

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4 min read

The Myth of American Energy Independence

Why America Still Needs Foreign Oil

Gideon Ashwood
Gideon Ashwood
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