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The Tax on Standing Still

You missed the split point on the letter “K”.

Marin KatusaAugust 28, 20265 min read

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Three days left

Of copper outside America. Then what?

August 21, 20265 min read

The Pentagon’s Shopping List

Uncle Sam issued multiple term sheets.

August 14, 20265 min read

Bessent’s Notepad

Washington rescued the yen. Can it rescue what’s next?

August 7, 20265 min read

America is Building Reactors it Can’t Fuel

Only two countries make this fuel at scale and neither is a friend.

July 31, 20265 min read

The Last Time Gold Looked Dead, It Rose Sevenfold

Gold is down 25% from its record and the miners fell 36% into the fattest margins they have ever earned.

July 24, 20265 min read

The Debt You Can’t See

Apply the “Toothpaste Principle”.

July 17, 20265 min read

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Exxon Invented the Lithium Battery in 1976 — Then Came Back 50 Years Later to Mine ItMay 26, 2026

The Gold Nobody Has Counted in 50 Years — And What Happens When They DoMay 22, 2026

The Audit You Trust the LeastMay 15, 2026

The Oil Trade Nobody Is Covering — And the Stocks Positioned to WinMay 12, 2026

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