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Playing Catch Up
The nuclear race goes critical.
Nov 4 • 
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Taleb’s Law
Gas turbines, AI, and the great energy arbitrage.
Nov 1 • 
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Mental Models: Six Axioms That Explain the World as It Is (For Now)
Pro Tier: October 2025 Doom Zoom
Oct 28 • 
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Forcing Function
The global implications of Ukraine’s dire fiscal situation.
Oct 24 • 
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90% of the Law
The Nexperia affair and the sobering incompetence of Western leaders.
Oct 20 • 
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Gloves Off
Why the events of last week changed everything.
Oct 16 • 
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Final Countdown
The end of the EU is near, and it’s going to get ugly.
Oct 11 • 
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Tapped Out
Drug cartels, oil, and the future of Mexico.
Oct 7 • 
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