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Long cash machines. Short the corporate existential dread. Staying DStressed while betting against everyone else’s financial ruin.

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Sparkling Riots

Oct 20, 2026

Unrest in France, naughty AI, and how soon the Supreme Court gives LLMs personhood. Buckle up folks!

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An Alternative-Heavy Alternative to the World's Simplest Portfolio

Sep 14, 2026

Stretched equity valuations, rising inflation, and overly-indebted everything making you worry about the long-term for your portfolio? Lean into alts and hope the quants can keep doing their market voodoo.

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Tolls & Blockades for Everyone

Jul 23, 2026

How many tolls are shippers going to have to pay to get oil from one side of the Middle East to the other?

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I said I wanted a GOLDEN DOME

Jul 2, 2026

While the French blame the United States for the heat wave, let's all remember that they helped liberate us and set us on our path to make it happen.

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The Ground is Shifting: Why the Old Political Playbooks are Failing

Jun 25, 2026

Democratic Socialists of America are expanding their power base in New York. What does it all mean and why isn't "Socialist" a dirty word any more?

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