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2026June

The Inequality Tax

Posted June 30, 2026

The IRS didn't take your money. The economy simply stopped sending you your share.
The Inequality Tax

The Tortoise and the Tesla

Posted June 29, 2026

Toyota ignored the pressure to launch a mediocre EV. Instead, it kept working. That decision may prove brilliant.
The Tortoise and the Tesla

Dynamite Dolomites!

Posted June 26, 2026

Castles, cable cars, Catholic history, and sauerkraut good enough to convert a picky eater.
Dynamite Dolomites!

Broken Window Press

Posted June 25, 2026

Bastiat explained why smashed windows don't create prosperity 175 years ago. Yet here we are, reading stories lamenting that fewer crimes mean fewer jobs for auto glass installers.
Broken Window Press

The Skunk at the Garden Party

Posted June 24, 2026

Markets love a comforting story. Jamie Dimon showed up with a body bag.
The Skunk at the Garden Party

Black Box State

Posted June 23, 2026

Washington didn't just build the machine. It controls the owner's manual, the warning labels, and the press releases issued after it breaks.
Black Box State

Financial Fathers

Posted June 19, 2026

Nobody remembers their 9th-grade math teacher. But they remember the first person who explained how money actually works.
Financial Fathers

The Fed's Cold Turkey

Posted June 18, 2026

Kevin Warsh just cut Wall Street off from its favorite addiction.
The Fed's Cold Turkey

Hormuz Premium

Posted June 17, 2026

The war paused. The risk didn't.
Hormuz Premium

Wuhan Whoopsie!

Posted June 16, 2026

Funny how "misinformation" keeps becoming official history.
Wuhan Whoopsie!

Rockets… and Bubbles?

Posted June 15, 2026

Elon built a masterpiece. Wall Street may have built a mania.
Rockets… and Bubbles?

The Best Trade Since 1776

Posted June 12, 2026

Going long America never goes out of style.
The Best Trade Since 1776

Feeding the Electron Beast

Posted June 11, 2026

AI, EVs, and data centers are devouring power faster than anyone expected.
 Feeding the Electron Beast

The Rivets Behind the Rocket

Posted June 10, 2026

Forget SpaceX. Find the companies it can't fly without.
The Rivets Behind the Rocket

One Small Float for Man

Posted June 09, 2026

SpaceX may release only a sliver of shares, creating scarcity, excitement, and the kind of demand that makes valuation look optional.
One Small Float for Man

The Philly Hangover

Posted June 08, 2026

Great conference. Terrible market. Excellent stock ideas.
The Philly Hangover

The Philadelphia Stories

Posted June 05, 2026

8 experts (and great guys). One afternoon. Nearly 60(!) tickers. Here's what they said.
The Philadelphia Stories

Charlie’s Operating System

Posted June 04, 2026

Better thinking beats better data.
Charlie’s Operating System

Comrade, Meet Patriot

Posted June 03, 2026

Different slogans. Same government ownership.
Comrade, Meet Patriot

The Staircase to Mastery

Posted June 02, 2026

The market rewards those who keep climbing long after everyone else quits.
The Staircase to Mastery

Risk-On, Brains-Off

Posted June 01, 2026

The trend is bullish. The backdrop is insane.
Risk-On, Brains-Off