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2026May

Powered by Oil, Governed by Idiots

Posted May 29, 2026

Without the four pillars of civilization, there is no foundation for a prosperous society.
Powered by Oil, Governed by Idiots

The War Tax on Hard Money

Posted May 28, 2026

Inflation showed up. Gold and silver did not.
The War Tax on Hard Money

Mamma Mia, Maranello!

Posted May 27, 2026

The Prancing Horse just drove straight into the regulatory wall.
Mamma Mia, Maranello!

Pump Fiction

Posted May 26, 2026

America’s “energy independence” story had one fatal flaw: reality.
Pump Fiction

The Knowledge Problem

Posted May 25, 2026

The experts didn't fail because they were incompetent. They failed because the knowledge they needed didn't exist in any one place. It never did. And it never will.
The Knowledge Problem

The False Boom

Posted May 22, 2026

Cheap money makes bad ideas look like genius.
 The False Boom

Who Ate the Seed Corn?

Posted May 21, 2026

America consumed its future and called it growth.
Who Ate the Seed Corn?

The Ratchet Turns

Posted May 20, 2026

Every government “fix” creates the next disaster.
The Ratchet Turns

The War on Waiting

Posted May 19, 2026

The Fed turned patience into a losing trade.
The War on Waiting

Dr. No: The Man With the Golden Parachute

Posted May 18, 2026

He slowed the cures. Not his career.
Dr. No: The Man With the Golden Parachute

Mine Games

Posted May 15, 2026

Junior miners hide sins under “administrative expenses.”
Mine Games

Micron: Impossible

Posted May 14, 2026

Beneath Micron’s AI miracle, the options market is thumping like a warning drum.
Micron: Impossible

Not All Who Wander Are Behind

Posted May 13, 2026

Raising curious kids beats raising prodigies.
Not All Who Wander Are Behind

Music for Nothing and Your Streams for Free

Posted May 12, 2026

At the risk of invoking the “No True Scotsman Fallacy,” I think we can all agree that today’s music sucks. No, we’re not some old fogies shaking our fists at...
Music for Nothing and Your Streams for Free

Keto by Force

Posted May 11, 2026

You may not quit bread voluntarily. The market might do it for you.
Keto by Force

Fake Crazy, Change the World

Posted May 08, 2026

Amazing stuff happens when you don’t trust the science.
Fake Crazy, Change the World

The Case for Baskets

Posted May 07, 2026

You don’t need to pick the winner if you own the field.
The Case for Baskets

From Bad Debt to Hard Money

Posted May 06, 2026

The wreckage has a silver lining.
From Bad Debt to Hard Money

Trumps, Tungsten, and Tax Dollars

Posted May 05, 2026

Declare it vital, fund it publicly, own it privately.
Trumps, Tungsten, and Tax Dollars

The Spirit of Capitalism

Posted May 04, 2026

While the yellow planes are grounded, the banksters still fly first class.
The Spirit of Capitalism

The Everything Rally Resumes

Posted May 01, 2026

Stocks soar while bonds warn, as momentum is king.
The Everything Rally Resumes