| The Substack Post That Sank The Market |
Tue, 02/24/2026 - 06:33 |
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| Time To Hedge Iran War Risk |
Wed, 02/18/2026 - 16:12 |
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| Time To Get Back Into Intel |
Wed, 02/18/2026 - 03:42 |
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| Ready For A Great Rotation |
Tue, 02/17/2026 - 01:35 |
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| Bad Bunny Versus Irving Berlin |
Tue, 02/10/2026 - 04:36 |
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| Elon Pivots To The Moon |
Mon, 02/09/2026 - 00:56 |
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| How To Waste $15 Million In 30 Seconds |
Thu, 02/05/2026 - 05:28 |
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| Lumentum’s Quarter And The AI Plumbing Trade |
Wed, 02/04/2026 - 03:09 |
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| New York City Regresses Under Mamdani |
Tue, 02/03/2026 - 04:23 |
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| The Road To World War III |
Sun, 02/01/2026 - 09:31 |
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| From Silver Euphoria To Silver Faceplant |
Fri, 01/30/2026 - 18:34 |
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| Taking Profits On Silver |
Mon, 01/26/2026 - 16:21 |
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| Washington's Latest Strategic Bet On Rare Earths |
Sat, 01/24/2026 - 23:39 |
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| A Hypersonic Message From Russia |
Tue, 01/13/2026 - 05:09 |
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| Pouring Fuel On The Fire |
Thu, 01/08/2026 - 20:39 |
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| Speak, Memory (And Cooling) |
Wed, 01/07/2026 - 12:40 |
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| Trump, Venezuela, And The "Donroe Doctrine" |
Sat, 01/03/2026 - 21:35 |
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| "State-Enforced Homosexuality" |
Thu, 01/01/2026 - 16:37 |
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| The Silver Correction |
Tue, 12/30/2025 - 04:49 |
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| Is Silver 'Volkswagening'? |
Mon, 12/29/2025 - 01:04 |
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| A Boxing Day Triple |
Fri, 12/26/2025 - 09:48 |
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| A New Christmastime Tradition |
Wed, 12/24/2025 - 18:47 |
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| Another M&A Candidate We're Buying |
Tue, 12/23/2025 - 14:45 |
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| The Paris Plane Lotto Just Hit |
Mon, 12/22/2025 - 04:02 |
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| Time To Buy Biotech |
Tue, 12/16/2025 - 18:32 |
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| Here Comes Platinum |
Mon, 12/15/2025 - 12:33 |
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| The Black Good Samaritan We Needed... |
Fri, 12/12/2025 - 05:06 |
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| Silver Slingshot |
Wed, 12/10/2025 - 03:27 |
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| How To Go Bankrupt Betting On Silver |
Mon, 12/08/2025 - 06:22 |
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| The Bulls Are Back |
Fri, 12/05/2025 - 20:18 |
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| Sometimes The Best Trade Is The One You Just Exited |
Wed, 12/03/2025 - 19:06 |
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| No Crying In The Casino |
Mon, 12/01/2025 - 02:05 |
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| The Market Pullback Has Been Worse Than It Looks |
Mon, 11/24/2025 - 03:53 |
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| How Trump Can Give Out His $2,000 Tariff Dividends Without Igniting Inflation |
Thu, 11/20/2025 - 12:28 |
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| New Rules For Avoiding Falling Knives |
Tue, 11/18/2025 - 02:56 |
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| Closing Winners On A Down Day |
Thu, 11/13/2025 - 20:58 |
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| An Open Letter To Indians And Liberals... |
Tue, 11/11/2025 - 19:58 |
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| Trump’s 50-Year Mortgage Proposal Is A Bad Idea |
Sun, 11/09/2025 - 21:15 |
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| The #NeverTrump Right's Fake Antisemitism Panic |
Fri, 11/07/2025 - 05:09 |
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| The Bears Are Back |
Tue, 11/04/2025 - 23:07 |
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| Understanding Zohran Mamdani |
Mon, 11/03/2025 - 01:59 |
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| "This guy ALWAYS wins, NEVER loses!!!" |
Fri, 10/31/2025 - 17:50 |
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| In Praise Of Powell |
Thu, 10/30/2025 - 01:23 |
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| Sikh And Destroy |
Tue, 10/28/2025 - 04:01 |
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| Is the Market About to Crack—or Rip Higher? |
Mon, 10/27/2025 - 03:26 |
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| Missed The Move In Quantum Computing? |
Thu, 10/23/2025 - 16:43 |
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| How Hitler Made Us Lose To China |
Tue, 10/21/2025 - 20:04 |
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| Gold's Spike Isn't A "Weimar Moment" |
Fri, 10/17/2025 - 15:53 |
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| Two Names We Told You About Here Just Went Parabolic |
Thu, 10/16/2025 - 03:15 |
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| Satellite Mind |
Tue, 10/14/2025 - 11:25 |
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| A Plausible U.S.-China Grand Bargain |
Sun, 10/12/2025 - 16:44 |
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| How We Re-Enter Winners |
Thu, 10/09/2025 - 16:59 |
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| Is This How We Get Fascism? |
Wed, 10/08/2025 - 06:17 |
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| More Evidence China Has Surpassed Us |
Sat, 10/04/2025 - 05:15 |
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| China Has Surpassed Us |
Wed, 10/01/2025 - 14:04 |
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| Prelude To A Second Civil War? |
Sat, 09/27/2025 - 00:46 |
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| The Death Of Index Investing |
Wed, 09/24/2025 - 10:13 |
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| Israel And The Charlie Kirk Assassination |
Fri, 09/19/2025 - 03:40 |
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| What The Reactions To Charlie Kirk's Assassination Reveal |
Wed, 09/17/2025 - 05:03 |
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| The End Of Antifascism |
Mon, 09/15/2025 - 03:21 |
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| Remembering Charlie Kirk's Last Cause |
Fri, 09/12/2025 - 01:29 |
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| Turning Point USA |
Wed, 09/10/2025 - 19:32 |
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| Still Swinging For The Fences |
Tue, 09/09/2025 - 05:04 |
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| What Trump Should Do About Charlotte |
Mon, 09/08/2025 - 04:31 |
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| Back To The Hemisphere |
Sat, 09/06/2025 - 04:52 |
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| Bonds Are Sounding An Alarm. Stocks Haven’t Heard It Yet. |
Fri, 09/05/2025 - 00:52 |
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| Harvesting Implied Volatility On An AI Stock |
Thu, 09/04/2025 - 10:25 |
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| Two Miners We’re Riding As Gold Prints New Highs |
Tue, 09/02/2025 - 03:18 |
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| After The Appeals Court: Can Trump's Fiscal Playbook Still Work? |
Sat, 08/30/2025 - 02:14 |
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| How Trump May Have Solved America's Fiscal Dilemma |
Wed, 08/27/2025 - 07:27 |
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| Good Riddance To Lisa D. Cook |
Tue, 08/26/2025 - 03:44 |
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| Stop Pearl Clutching About The Intel Deal |
Mon, 08/25/2025 - 07:02 |
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| IndiaFest Republicans |
Sat, 08/23/2025 - 10:24 |
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| Vivek Ramaswamy, Nikki Haley, And The National Question |
Fri, 08/22/2025 - 02:35 |
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| Intel: The Next Solyndra? |
Thu, 08/21/2025 - 02:14 |
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| Our Own Public India |
Tue, 08/19/2025 - 16:08 |
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| Zelensky Gets Called To The Principal's Office |
Mon, 08/18/2025 - 11:33 |
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| Assessing The Trump-Putin Summit |
Sun, 08/17/2025 - 06:38 |
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| Swinging For The Fences—Without Blowing Up |
Fri, 08/15/2025 - 03:26 |
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| The Ukrainian Military Starts To Crack |
Thu, 08/14/2025 - 01:03 |
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| Top Names And Core Themes |
Wed, 08/13/2025 - 11:38 |
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| Trump Retardation Syndrome |
Tue, 08/12/2025 - 04:16 |
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| America's Debt Problem Gives It Two Choices |
Mon, 08/11/2025 - 03:47 |
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| A Good Week For Russia |
Sat, 08/09/2025 - 00:30 |
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| Buying Fear |
Fri, 08/08/2025 - 10:25 |
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| Another Bite At The Nuclear Apple |
Wed, 08/06/2025 - 13:59 |
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| American Industrialization and China |
Tue, 08/05/2025 - 17:55 |
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| Our #1 Name Takes Off Too Soon |
Mon, 08/04/2025 - 12:57 |
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| A Big Week For Earnings |
Mon, 08/04/2025 - 04:53 |
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| Trump Is Getting Bad Intel On The Russia-Ukraine War |
Sat, 08/02/2025 - 04:11 |
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| When Guts Beat Gut Feelings |
Fri, 08/01/2025 - 02:19 |
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| Two Trump Policies The Market Hasn't Priced In Yet |
Thu, 07/31/2025 - 10:28 |
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| Evaluating President Trump's First Six Months |
Tue, 07/29/2025 - 19:06 |
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| The Rape Of Europa |
Mon, 07/28/2025 - 04:57 |
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| Rough Seas, Smooth Ride |
Sat, 07/26/2025 - 04:55 |
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| Tucker Needs Help |
Thu, 07/24/2025 - 01:32 |
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| A Microcap Positioned To Profit From The AI Datacenter Boom |
Wed, 07/23/2025 - 04:17 |
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| Reindustrialization, Embodied AI, Energy, and Crypto |
Sat, 07/19/2025 - 06:09 |
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| Make Epstein Dead Again |
Fri, 07/18/2025 - 03:59 |
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| Critical Pedo Theory |
Thu, 07/17/2025 - 04:39 |
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