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2026April

Models vs. Molecules

Posted April 17, 2026

You can’t ship a spreadsheet through Hormuz.
Models vs. Molecules

Watts Over Woke

Posted April 16, 2026

If feelings were fuel, America would be energy independent.
Watts Over Woke

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.
The Woodpecker’s Tongue

Autocrat Ousted; Congratulates Victorious Opponent

Posted April 14, 2026

What kind of autocrat immediately concedes an election and congratulates his opponent?
Autocrat Ousted; Congratulates Victorious Opponent

The World’s Fragile Energy Tapestry

Posted April 13, 2026

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

MULLAH MOOLAH!

Posted April 10, 2026

We’re not sanctioning Iran. We’re crowdfunding it.
MULLAH MOOLAH!

Peace!Fire!

Posted April 09, 2026

The consequences of this war are revealing themselves already.
Peace!Fire!

The 4% Solution

Posted April 08, 2026

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

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.
Winning a Game Iran Isn’t Playing

Iran's Molecular Warfare

Posted April 06, 2026

Iran's conventional military is broken. But the war isn't over.
Iran's Molecular Warfare

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.
Handing China the Future of Transportation

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.
Two More Weeks to Flatten the… Iranians

No Quarter in March

Posted April 01, 2026

March handed investors a rare and unpleasant gift: nowhere to hide.
No Quarter in March