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Brent at $112, Bessent at the Podium Saying $80
The gap between Treasury's private alarm and public optimism just became the story.
Mar 28
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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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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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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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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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Bullionbite
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Bitcoin's Digital Gold Myth, Exposed
When real fear hit, capital fled to real metal. The casino chip with good marketing fooled no one.
Feb 4
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Japan Bond Yields Surge, Everyone's Problem
JGB yields explode, carry trade wobbles, and $130 billion in Treasuries eyes the exit.
Jan 21
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Who Pays to Rebuild Venezuelan Oil?
Trump’s push puts Exxon and Chevron on the hook first as PDVSA’s decay, heavy-crude economics, and China’s claims cap the upside.
Jan 7
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The Diesel Crack Spread: Venezuela's Move, China's Crisis
Venezuela's Merey 16 crude is gone. Shandong's cokers are starving. The diesel crack spread is widening because the molecules are wrong.
Jan 4
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The Coming Silver Crisis: $78 Is Just the Start
China is tightening one export regime: gallium for 5G, germanium for fiber optics, antimony and tungsten for defense, and now silver for…
Dec 29, 2025
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$9 Trillion Debt: Who Gets Robbed?
The answer is anyone holding cash. The Federal Reserve's plan to monetize the 2026 maturity wall is a deliberate scheme to dissolve your purchasing…
Dec 25, 2025
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Bullionbite
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