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Browse a collection of past posts and rediscover timeless content.
The Grid Can't Keep Up

The Grid Can't Keep Up

A price cap is hiding how bad the power shortage really is.

Jul 15, 2026

Oracle Is One Cut From Forced Selling

Oracle Is One Cut From Forced Selling

Larry Ellison's biggest bet is now inside every index fund a retiree owns.

Jul 14, 2026

Every Crash Started Exactly Like This

Every Crash Started Exactly Like This

Retail borrowed $1.42 trillion. Buffett parked $397 billion in cash.

Jul 13, 2026

Your Fund Just Bought a Korean Stock

Your Fund Just Bought a Korean Stock

$15 billion of passive money is coming. You didn't pick this stock.

Jul 12, 2026

Your Grandkid Just Bought Nvidia at Peak

Your Grandkid Just Bought Nvidia at Peak

$800 million a week is now a forced buyer of Nvidia. Insiders are on the other side.

Jul 10, 2026

720,000 Americans Just Quit Looking

720,000 Americans Just Quit Looking

Labor force participation just hit a 50-year low. Nobody at the podium is saying it.

Jul 8, 2026

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