Steve Bannon Speaks
In light of Steve Bannon’s sentencing, an informative recent interview with him. Plus, an update on our system’s bets against Treasury bonds.
What Comes Next In The Ukraine War
General Armageddon speaks about the coming battle for Kherson. Plus an update on fading the rally.
Avoiding Head Fakes–In War, And In Markets
Update: Elon Musk flips and says he’ll continue to foot the bill for Starlink after being put on the Ukraine’s kill list. Plus, keeping your eye on the big picture, and the underlying trends.
Kerch Strait Bridge Attacked
A major escalation in the Ukraine War. Plus an update on betting against gold miners.
Avoiding Nuclear Armageddon
How Biden can’t prevent nuclear Armageddon; investing in the shadow of nuclear Armageddon.
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.
Russia Retreats From Lyman
Prominent Russians criticize their war effort after the fall of Lyman. Plus a look at Credit Suisse risk.
What Happens Next In The Ukraine War
Sergei Witte’s latest prediction for the Ukraine War. Plus, an update on hedged investing during the current downturn.
Risk Bubbles To The Surface
From the Nord Stream 2 sabotage to the near-Lehman moment in Britain, risk is on the rise. How to hedge on the next bounce day.
The Meaning Of Martha’s Vineyard
A good articulation of the view that it wasn’t.