Revisiting The Rationale For Pouring Money Into Ukraine
The supposed $100 billion bargain.
Update On America’s Drag Queen Nuclear Waste Czarina
America’s gender-fluid nuclear waste czarina gets charged with felony theft. Plus a look back and what we got right and wrong in our market note from last February.
With a skeleton staff, Elon Musk’s Twitter reportedly does something the site wouldn’t do before: crack down on child porn.
An Eventful Week For Sam Bankman-Fried
The (most-likely former) crypto billionaire boosts Democrats in the midterms while battering his depositors, investors, and Bitcoin. How hedging helped limit the downside for Bitcoin longs.
Making Sense Of The Midterms (Updated)
The red wave that wasn’t.
The Fed Doesn’t Care About The Midterms
The Democrats have been predicted to loose all year, so the Fed knows it won’t get blamed for this one. It will get blamed for interference in 2024 if it doesn’t finish tightening before then. All the more reason to lean hawkish now.
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.
A Man Who Saw The Future
John Pilger’s prescient warning from 2014 about the West’s intervention in Ukraine.
Protests In Iran
Do Iranian girlbosses want drag queen story hours? Plus, betting against silver.