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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.
Bessent Misses the Mark

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 Iran War Will Drive Costs Higher for Longer

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 Cavalry Isn’t Coming

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.
The Looming Price Tsunami

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.
Loan Shark in a Three Piece

Do This With Unseen Costs

Posted March 24, 2026

Let’s get practical about opportunity costs.
Do This With Unseen Costs

The Unseen Cost

Posted March 23, 2026

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

Badiali: CRITICAL Aluminum Update

Posted March 20, 2026

Historic aluminum prices are coming.
Badiali: CRITICAL Aluminum Update

When Everything Falls at Once

Posted March 19, 2026

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

Why $5 Diesel Matters

Posted March 18, 2026

Here’s Why That Hits You Harder Than Gas
Why $5 Diesel Matters

CLAUDE BAWLS!

Posted March 17, 2026

Welcome to the Gentlemen’s Guide to AI.
CLAUDE BAWLS!

No Birthday Balloons This Year, Kid. There’s a War On!

Posted March 16, 2026

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

Trump’s Long, Short War

Posted March 13, 2026

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

The Everything Problem

Posted March 12, 2026

The Hormuz Scenario Isn’t a supply chain issue. It's The Everything Problem.
The Everything Problem

Ghosted at Gunpoint

Posted March 11, 2026

The US takes back its umbrella as it rains ordinance on allies.
Ghosted at Gunpoint

The Best of All Possible Worlds

Posted March 10, 2026

Dr. Pangloss takes over the Rude today.
The Best of All Possible Worlds

Donald's Domestic Destruction

Posted March 09, 2026

Are we having fun yet? Just wait until you fill up!
Donald's Domestic Destruction

The Pentagon Pays the Piper

Posted March 06, 2026

The U.S. military faces an overdue reckoning.
The Pentagon Pays the Piper

Vicious Patriotism

Posted March 05, 2026

Questioning a war isn't treason. It's the whole point.
Vicious Patriotism

Don’t Overprice Risk with Mining Companies

Posted March 04, 2026

With mining companies, perspective matters.
Don’t Overprice Risk with Mining Companies

America First!

Posted March 03, 2026

If Israel is going to war, America goes first!
America First!

WAR! What’s It Good For?

Posted March 02, 2026

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