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Oil Spikes. Inflation Bites. Policy Freezes.
You can’t print barrels. You can only kill demand.
Jun 23
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Oil Spikes. Inflation Bites. Policy Freezes.
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The $500 Billion Question
Where China's money went after leaving U.S. Treasury bonds
Jun 16
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The $500 Billion Question
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Oil at Gunpoint
Missiles hit targets. Oil hits everything else.
Jun 15
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Oil at Gunpoint
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Iran’s Oil Power, Reversed
The quiet economic isolation of Iran and China’s quiet gain.
Jun 15
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Iran’s Oil Power, Reversed
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Walmart Didn’t Compete. It Replaced.
Local stores vanished. So did everything that held communities together.
Jun 3
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Walmart Didn’t Compete. It Replaced.
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You Had a Good Run, TACO
Mock the man, break the loop. That’s where we are now.
Jun 1
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You Had a Good Run, TACO
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One Judge vs the Tariff State
The court shut down unilateral tariffs and forced a return to constitutional trade authority.
May 29
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One Judge vs the Tariff State
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The Fed Is Paralyzed. Tariffs Aren’t.
Powell’s on pause. Trump’s on full send.
May 28
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The Fed Is Paralyzed. Tariffs Aren’t.
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When the Policy Is the Risk
Tariffs. Improvisation. Credibility collapse in America’s 2025 economy.
May 28
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When the Policy Is the Risk
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Debt Pause, Reality Resumes
Student loans were just the first crack. Now mortgages, credit cards, and middle-class credit scores are quietly caving in.
May 27
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Debt Pause, Reality Resumes
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Strong Dollar, Weak Narrative
What holds the system together isn’t strength. It’s belief. That’s what’s cracking.
May 26
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Strong Dollar, Weak Narrative
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Japan. SoftBank. Tether. Bitcoin.
Behind closed doors, the world’s largest U.S. creditor is making its boldest monetary move in decades. With Tether.
May 24
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Japan. SoftBank. Tether. Bitcoin.
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