Category: History
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The End of American Hegemony
The man who predicted the fall of the Soviet Union turns his crystal ball toward the U.S.
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Strange New Respect For Nazi-Adjacent Pagans
“Looking at the footage of Azov Regiment’s pagan solstice celebration, we see the true frontline, the folk beliefs…”
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Ukraine Reaps The Whirlwind
Seven years after mocking the Ukrainian-induced water shortage in Crimea, President Zelensky’s citizens wait in lines for fresh water. Plus, an update on our “Long energy, short Treasuries and tech” approach following the Fed meeting Wednesday.
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The Case Against China Invading Taiwan
Why China probably won’t invade Taiwan. Plus, an update on betting against Chinese stocks.
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Preventing World War T From Turning Into World War III
How Elon Musk’s takeover of Twitter can be a force for peace. Plus an update on our macro call after an eventful week in tech capped by Musk’s acquisition of Twitter.
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Netflix Returns To Our Top Names
Netflix returns to our top names. Why the company may have a couple of tailwinds. What it’s inclusion in our top names says about near term market direction.
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A Man Who Saw The Future
John Pilger’s prescient warning from 2014 about the West’s intervention in Ukraine.
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Avoiding Nuclear Armageddon
How Biden can’t prevent nuclear Armageddon; investing in the shadow of nuclear Armageddon.
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Elon Musk Tries To Prevent World War III
Why Ukraine supporters attacked Elon Musk for proposing an end to the war; why the war is a concern for SpaceX; plus, how to limit your risk in Tesla.
Porfolio Armor 