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Cheap Oil, Expensive Money

Cheap Oil, Expensive Money

Hormuz is reopening, crude is collapsing — and the Fed is talking about raising rates into $39 trillion of debt.


Jun 26, 2026

The Warsh Doctrine Just Changed Everything

The Warsh Doctrine Just Changed Everything

The Fed wants to hike rates into $2 trillion deficits, Big Tech is bleeding out, and the Iran peace dividend is already fraying. Here's what it means for your money.


Jun 25, 2026

The Gravity Just Got Heavier

The Gravity Just Got Heavier

Warsh's Fed pivot, China's rare earth warning shot, and the three forces converging on your portfolio


Jun 23, 2026

What the Summit Bought. What It Didn't.

What the Summit Bought. What It Didn't.

Beijing and Washington shook hands. Ten days later, the Pentagon added 65 Chinese firms to its military blacklist. Read that gap carefully.


Jun 21, 2026

The Strait Reopens. Don't Celebrate Too Soon.

The Strait Reopens. Don't Celebrate Too Soon.

The Iran deal closed a war. It opened a 60-day clock and the Fed just told you inflation isn't going away.


Jun 19, 2026

The Party Isn't the Peace

The Party Isn't the Peace

Oil crashes, gold rallies, and the Strait is still closed


Jun 16, 2026

The Bond Vigilantes Are Back—and They’re Coming for Everyone

The Bond Vigilantes Are Back—and They’re Coming for Everyone

China controls 66% of global scandium output. The White House just put it on the same list as cobalt and gallium. Most investors are still looking the other way.


Jun 3, 2026

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