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What Happens If Europe Dumps US Treasuries
Europe toys with a Treasury selloff to punish Washington and discovers mutually assured destruction is not just a nuclear idea.
Dec 2, 2025
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Europe Tells Trump: Not Our War
No ships, no bases, no support. Europe's coordinated rejection reshaping the Atlantic alliance in real time.
10 hrs ago
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$7 Billion a Day: America’s Debt Spiral
The Treasury nears $39 trillion as Congress turns again to a commission with no power to force change.
Mar 17
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Poland Got Rich and Now Comes the Hard Part
Record defense spending, a shrinking workforce, and EU funds running dry. All hitting the same budget at once.
Mar 17
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Poland Inside the EU but Locked Out of Its Money
Nawrocki's veto strategy leaving Warsaw paying membership dues while forfeiting membership benefits.
Mar 16
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Bullionbite Dispatches
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Europe's Financial System Prepared for the Wrong Crisis
Banks may pass the tests but nonbanks gated liquidity and USD collateral chains fail first when AI power limits and refinancing walls collapse…
Dec 27, 2025
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The Billionaires Forgot the First Rule of Being Rich: Shut Up
Dark money worked because it stayed dark. The new oligarch hobby is public worship, and it’s turning them into political liabilities.
Dec 16, 2025
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Sanction The Russians Keep The Pipes Open
The Aeza case shows how Western transit and legal shields keep Russian ransomware and disinformation online.
Dec 7, 2025
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Zombie Banks and Soft Supervision
US community lenders just got permission to run undercapitalized for a year while supervisors look away. Perfect conditions for the next slow motion…
Nov 30, 2025
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No Military Endgame, No Economic Relief, No Fed Flexibility
Three crises feeding each other while the White House promises a short war it cannot define.
Mar 15
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Israel Interceptor Crisis Reveals Who Really Runs the Iran War
A depleted arsenal, a missing prime minister, and a forty-year American strategy finally in motion.
Mar 15
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Trump 1987 vs Trump 2026: Same Trade War, Different Statute
The worldview stayed fixed; only the institutional power behind it grew.
Mar 15
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Iran War Inflation Reversing Two Years of Fed Progress
February's CPI was obsolete the day it printed. March now forecasts the sharpest single-month spike in years, unwinding faster than the Fed can respond.
Mar 12
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American Political Polarization After 9/11
The War on Terror radicalized both sides simultaneously, until domestic terrorism surpassed foreign threats as the primary security concern.
Mar 4
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Iran Strike Tactical Success, Strategic Failure
Removing Khamenei and IRGC command unleashed the Strait closure and missile salvos it was meant to prevent.
Mar 3
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Why AI Disrupts Demand Faster Than Supply
Post-Keynesian underconsumption theory finds its clearest test case yet in agentic AI.
Feb 25
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Liberation Day Tariffs Ruled Unconstitutional: What Comes Next
The administration collected $160 billion under an invalid statute and now faces years of refund litigation.
Feb 21
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7
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Why Getting Rich in Europe Keeps Getting Harder
The Netherlands just passed a 36% tax on unrealized gains, and the rest of the continent isn't far behind.
Feb 15
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Europe Tells Trump: Not Our War
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