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The Largest Energy Shock On Record Is Worse Than You Think
Even if the Strait of Hormuz reopens tonight, the damage has been done and it’s a lot worse than most people understand. Here’s the math… and the tru…
4 months, 2 weeks ago
Who Will Win, The Money Printers Or Physics?
Equity markets are signaling the usual thing during a war: lots and lots of excess liquidity from “somewhere.” But this time, the loss of oil and NG …
4 months, 2 weeks ago
Investing When Nothing Matters and Anything Goes
We’ve entered a New Normal for US equity markets where fundamentals no longer seem to matter. Nor the reality of a a global disruption in energy and …
4 months, 3 weeks ago
The Fat Pipe April 10th, 2026: Broken “Markets,” Oil Update, the Golden Future, WTH Europe?, and Claude Mythos
The suppression of the price of oil cannot last much longer. When it breaks – watch out – there could be significant (if not uncontrollable) market t…
4 months, 4 weeks ago
Are Markets Providing Signal or Noise?
Time for our weekly Finance U episode with Paul Kiker. The “markets” are operating as if the largest energy shock in world history weren’t already un…
4 months, 4 weeks ago
Energy Shocks and Inflation vs. Market Complacency – Which Is Stronger?
Western financial markets, (US, EU and Japan) are all stumbling into the future, no longer discounting, but seemingly lobotomized and unable to prope…
5 months ago
Is This the Covid-Like Calm Before the Storm?
Given the circumstances, US equity markets have been calm. Too calm…
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5 months, 1 week ago
Investing in an Age of Uncertainty
Between the unpredictable impacts of the world’s worst energy shock and the sudden loss of so many high salaried jobs to AI, what’s an investor to th…
5 months, 2 weeks ago
The Iran War Is Roiling Markets and Supply Chains
Things are developing slowly…then all at once…
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5 months, 3 weeks ago
Investor Complacency Amid an Energy Shock
The fog of war has crept over into the “markets” which are puzzlingly complacent. How to even begin to make sense of it all? Tune in…
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6 months ago