The Red Queen

The Red Queen

It takes all the running you can do, to keep in the same place.

Jul 24, 2026

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8 min read

The Captain Who Turned His Ship Around

Brent just closed above $100 for the first time since 2022 — and your portfolio is priced for a peace that no longer exists.

The Red Queen

Jul 23, 2026

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7 min read

The Strait Just Reopened the War

Oil jumped 6% in a day, gold's near records, and the Fed's inflation "win" is unraveling — here's what to own.

The Red Queen

The Metal War Just Took Its First Prisoners

Jul 21, 2026

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7 min read

The Metal War Just Took Its First Prisoners

Beijing jailed two men over a box of powder — and put $6.5 trillion of Western industry on notice.

The Red Queen

Jul 19, 2026

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7 min read

The Age of the Chokepoint

The U.S. Navy just closed the Strait of Hormuz. Gold fell anyway. The map is getting smaller — and the tolls are going up.

The Red Queen

Jul 17, 2026

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9 min read

The $6.5 Trillion Chokehold

Beijing can freeze Western industry with a single licensing rule. Today it showed everyone the paperwork.

The Red Queen

Critical Minerals

Jul 16, 2026

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9 min read

A Line in the Water

While bombs fall on both sides, a quiet meeting in Muscat is redrawing the map of global energy. Pay attention.

The Red Queen

Critical Minerals

Jul 10, 2026

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8 min read

The Peace That Wasn't

Trump called the ceasefire "over" from a NATO summit. Iran hit 85 U.S. bases. Khamenei is in the ground. Now what?

The Red Queen

Critical Minerals

Jul 9, 2026

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9 min read

The 20-Year Head Start

The West needs alternative rare earth supply chains. Building them takes three decades. The deadline is in five months.

The Red Queen

Critical Minerals

Jul 7, 2026

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7 min read

The Gravity Problem

Three IPOs worth $4 trillion are pulling capital out of everything else. The Great Rotation is just getting started.

The Red Queen

Critical Minerals

Jul 3, 2026

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7 min read

The Rearmament Trade

NATO meets in five days. $2.89 trillion in military spending says this isn't a headline — it's a decade.

The Red Queen

Critical Minerals

Jul 2, 2026

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8 min read

The Physics of Intelligence

When the most powerful technology on earth meets the oldest constraint in economics

The Red Queen

Critical Minerals

Where Geopolitics, Technology, and Capital Collide

Jun 30, 2026

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8 min read

Where Geopolitics, Technology, and Capital Collide

"Risk means more things can happen than will happen."

The Red Queen

Critical Minerals

Jun 26, 2026

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7 min read

Cheap Oil, Expensive Money

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

The Red Queen

Critical Minerals

The Warsh Doctrine Just Changed Everything

Jun 25, 2026

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8 min read

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.

The Red Queen

Critical Minerals

Jun 23, 2026

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9 min read

The Gravity Just Got Heavier

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

The Red Queen

Critical Minerals

Jun 21, 2026

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8 min read

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.

The Red Queen

Critical Minerals

The Strait Reopens. Don't Celebrate Too Soon.

Jun 19, 2026

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10 min read

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.

The Red Queen

Critical Minerals

Jun 16, 2026

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9 min read

The Party Isn't the Peace

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

The Red Queen

Critical Minerals

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

Jun 3, 2026

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9 min read

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.

The Red Queen