Jun 16, 2026
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5 min read
The world still has plenty of oil. What it's losing is far more valuable.
Jun 11, 2026
4 min read
The danger isn't what happens next. It's what the world just learned.
Jun 9, 2026
The unintended consequence
Jun 4, 2026
Most investors missed the real story behind the Xi-Putin meeting.
Jun 2, 2026
The AI boom is becoming an infrastructure boom.
May 28, 2026
3 min read
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.
May 26, 2026
Bond markets are starting to enforce limits again.
May 21, 2026
The old order is starting to crack.
May 19, 2026
The industrial world is breaking faster than it can rebuild.
May 14, 2026
Why America Still Needs Foreign Oil