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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.
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Questioning The Ukraine War Narrative
Questioning the narrative of Russian aggression. Plus, an update on a portfolio designed to weather war, inflation, and recession risk.
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What Comes Next In The Ukraine War
General Armageddon speaks about the coming battle for Kherson. Plus an update on fading the rally.
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Underwater In A Bear Market?
An aggressive portfolio including hedged bets on higher rates continuing for the next several months.
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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.
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Selling Emerging Markets Humiliation
Taking the other side of Michael Hartnett’s 2023 trade for now.
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Kerch Strait Bridge Attacked
A major escalation in the Ukraine War. Plus an update on betting against gold miners.
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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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Betting Against Gold Miners
The leveraged inverse gold miners ETF DUST hits our top ten. In case we end up being wrong about it.
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Porfolio Armor 