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2026April
Models vs. Molecules
Posted April 17, 2026
You can’t ship a spreadsheet through Hormuz.

Watts Over Woke
Posted April 16, 2026
If feelings were fuel, America would be energy independent.

The Woodpecker’s Tongue
Posted April 15, 2026
Be as insatiably curious about the world for your investing, as Leonardo was for curiosity’s sake.

Autocrat Ousted; Congratulates Victorious Opponent
Posted April 14, 2026
What kind of autocrat immediately concedes an election and congratulates his opponent?

The World’s Fragile Energy Tapestry
Posted April 13, 2026
When the energy tide goes out, you see the shrinkage.

MULLAH MOOLAH!
Posted April 10, 2026
We’re not sanctioning Iran. We’re crowdfunding it.

Peace!Fire!
Posted April 09, 2026
The consequences of this war are revealing themselves already.

The 4% Solution
Posted April 08, 2026
Why cutting your taxes (not your coffee) is the first step to financial peace of mind.

Winning a Game Iran Isn’t Playing
Posted April 07, 2026
Iran can't match the U.S. fighter-for-fighter or ship-for-ship. So it went horizontal instead.

Iran's Molecular Warfare
Posted April 06, 2026
Iran's conventional military is broken. But the war isn't over.

Handing China the Future of Transportation
Posted April 03, 2026
Thanks to the war in Iran, the EV market will have a banner year in 2026.

Two More Weeks to Flatten the… Iranians
Posted April 02, 2026
What to do now that we’re facing an expanded war and deep recession.

No Quarter in March
Posted April 01, 2026
March handed investors a rare and unpleasant gift: nowhere to hide.
