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January 7, 2026

Roll the Dice--Why Defense--Not Resources--Wins the Game

Oil and rare earths are optionality--defense is control.

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January 6, 2026

Venezuela’s Debt Just Woke Up

From 16 cents to 40–why Venezuelan bonds are moving and what comes next.

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January 5, 2026

Heavy Oil–Heavy Consequences–The Donroe Doctrine And Venezuela

Why Venezuela’s oil matters--and who really benefits downstream.

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December 31, 2025

Comfortably Numb?

Why frequent fear didn’t derail stocks—and what that says about modern markets.

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December 30, 2025

Growth, Inflation, and the Year That Shouldn’t Have Worked

Markets, the Fed, and a consumer that refused to quit—2025 rewrote the rulebook.

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December 29, 2025

Banks Are Back--And That Should Worry You

Markets Are Efficient--And Merciless. Deregulation Makes Omelets And Breaks Eggs.

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December 26, 2025

The Economy’s Strangest Paradox

Inflation didn’t re-ignite yet. That may change.

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December 23, 2025

The Trend, The Fed, Santa, And The Myth Of Guarantees

Why momentum, the Fed, and seasonal optimism may carry markets forward – with no guarantees attached.

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December 22, 2025

One Minute More of Daylight

Markets survived fear, politics, and tariffs—and came out more vigilant.

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December 19, 2025

Missing Teeth, Missing Data

Inflation cooling, data gaps lingering, and what comes next.

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