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2026March
Bessent Misses the Mark
Posted March 31, 2026
Bessent’s grandiose plans for the U.S. economy haven’t come to pass.

The Iran War Will Drive Costs Higher for Longer
Posted March 30, 2026
Don’t believe the hype. This is a global economic disaster.

The Cavalry Isn’t Coming
Posted March 27, 2026
Arson? Terrorist attacks? We don’t know for sure. But there’s no barking dog.

The Looming Price Tsunami
Posted March 26, 2026
Here's what the biggest import price jump in 4 years means for your wallet and portfolio.

Loan Shark in a Three Piece
Posted March 25, 2026
What you need to know about the hottest investment of the last decade, having a very bad year.

Do This With Unseen Costs
Posted March 24, 2026
Let’s get practical about opportunity costs.

The Unseen Cost
Posted March 23, 2026
Every missile DC fires comes with a hidden bill. You’re the one who pays it.

Badiali: CRITICAL Aluminum Update
Posted March 20, 2026
Historic aluminum prices are coming.

When Everything Falls at Once
Posted March 19, 2026
"In a crisis, all correlations go to one."

Why $5 Diesel Matters
Posted March 18, 2026
Here’s Why That Hits You Harder Than Gas

CLAUDE BAWLS!
Posted March 17, 2026
Welcome to the Gentlemen’s Guide to AI.

No Birthday Balloons This Year, Kid. There’s a War On!
Posted March 16, 2026
And no more Donald Duck impersonations, either!

Trump’s Long, Short War
Posted March 13, 2026
US Navy veteran Byron King writes a cracker on the current conflict.

The Everything Problem
Posted March 12, 2026
The Hormuz Scenario Isn’t a supply chain issue. It's The Everything Problem.
Ghosted at Gunpoint
Posted March 11, 2026
The US takes back its umbrella as it rains ordinance on allies.

The Best of All Possible Worlds
Posted March 10, 2026
Dr. Pangloss takes over the Rude today.

Donald's Domestic Destruction
Posted March 09, 2026
Are we having fun yet? Just wait until you fill up!

The Pentagon Pays the Piper
Posted March 06, 2026
The U.S. military faces an overdue reckoning.

Vicious Patriotism
Posted March 05, 2026
Questioning a war isn't treason. It's the whole point.

Don’t Overprice Risk with Mining Companies
Posted March 04, 2026
With mining companies, perspective matters.

America First!
Posted March 03, 2026
If Israel is going to war, America goes first!

WAR! What’s It Good For?
Posted March 02, 2026
Metals, energy, and bonds look set to profit from the Iran action.
