Metals

Mental Models: Six Axioms That Explain the World as It Is (For Now)

Pro Tier: October 2025 Doom Zoom

Oct 28 •

Forcing Function

The global implications of Ukraine’s dire fiscal situation.

Oct 24 •

Why the events of last week changed everything.

Oct 16 •

Tip of the Iceberg

Pro Tier: July 2025 Doom Zoom

Jul 27 •

How It’s Done

The US finally gets serious about rare earth metals.

Jul 16 •

The Yellow Rock at the Center of the Financial Universe | Pro Tier: June 2025 Doom Zoom

Jun 30 •

The Frankfurter Index

Reframing energy prices through the lens of hard currency.

Jan 30 •

For gold bugs, Kazan underwhelmed.

Oct 29, 2024 •

A Little Sprucing

Pennies don’t hold up dollars for very long.

Oct 9, 2024 •

How artificial intelligence and an artificial supply crunch might disrupt the market for the forgotten metal.

Oct 1, 2024 •

On the imminent end of the British steel industry.

Sep 10, 2024 •

The Chevron Deference is no more. Now what?

Jul 2, 2024 •

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