Episode #18 of The Wake-Up Call: Strait of Confusion: Has Anything Changed? PREVIEW What a day! Peace has broken out. Trump has pulled off the 5D chess and the United States has won. That is the story. Or is it? Episode #18 of The Wake-Up Call: Strait of Confusion: Has Anything Changed? PREVIEW What a day! Peace has broken out. Trump has pulled off the 5D chess and the United States has won. That is the story. Or is it?
Episode #17 of The Wake-Up Call: Foaming the Runway PREVIEW When a plane is coming into an airport and it’s lost its ability to drop or lower its landing gear, emergency teams will foam the runway so that the plane lands and skids into a big pile of foam. That way, if any fires erupt, it’s already pre-foamed and maybe keeps the fire hazard down. So when you’re expecting something bad to happen, you foam the runway. Episode #17 of The Wake-Up Call: Foaming the Runway PREVIEW When a plane is coming into an airport and it’s lost its ability to drop or lower its landing gear, emergency teams will foam the runway so that the plane lands and skids into a big pile of foam. That way, if any fires erupt, it’s already pre-foamed and maybe keeps the fire hazard down. So when you’re expecting something bad to happen, you foam the runway.
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 raw and intermediate products such as sulfur, aluminum, urea, helium, and ammonia. 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 raw and intermediate products such as sulfur, aluminum, urea, helium, and ammonia.
Episode #16 of The Wake-Up Call: The Abstractionists vs. The Realists PREVIEW I’m struck by how control has shifted from physical slavery to a more subtle system of debt, where people trade decades of work to repay money created with just a few clicks. With debt growing exponentially and real-world limits tightening, this system looks increasingly unsustainable. And a veiled power struggle is underway over what replaces it. Episode #16 of The Wake-Up Call: The Abstractionists vs. The Realists PREVIEW I’m struck by how control has shifted from physical slavery to a more subtle system of debt, where people trade decades of work to repay money created with just a few clicks. With debt growing exponentially and real-world limits tightening, this system looks increasingly unsustainable. And a veiled power struggle is underway over what replaces it.
Warning: US Petroleum Inventories Are Being Raided The US is a net IMPORTER of crude oil. Yet Trump has promised to sell the world as much as it wants. Eventually the world will wake up to the truth. This content gets you there first. Warning: US Petroleum Inventories Are Being Raided The US is a net IMPORTER of crude oil. Yet Trump has promised to sell the world as much as it wants. Eventually the world will wake up to the truth. This content gets you there first.
The Fat Pipe: “Weekend Trump”, The Oil and Supply Troubles Are Just Beginning, “”Markets,”” Nothing but Trouble, AI Stealing Jobs, and Ireland Erupts PREVIEW Whether or not Trump’s latest gyration of threats will bring Iran to its knees (unlikely, IMO) the fact remains; the oil/LNG and other commodity shocks will be with us for a very long time. The Fat Pipe: “Weekend Trump”, The Oil and Supply Troubles Are Just Beginning, “”Markets,”” Nothing but Trouble, AI Stealing Jobs, and Ireland Erupts PREVIEW Whether or not Trump’s latest gyration of threats will bring Iran to its knees (unlikely, IMO) the fact remains; the oil/LNG and other commodity shocks will be with us for a very long time.
The Fat Pipe April 10th, 2026: Broken “Markets,” Oil Update, the Golden Future, WTH Europe?, and Claude Mythos PREVIEW The suppression of the price of oil cannot last much longer. When it breaks – watch out – there could be significant (if not uncontrollable) market turmoil. The Fat Pipe April 10th, 2026: Broken “Markets,” Oil Update, the Golden Future, WTH Europe?, and Claude Mythos PREVIEW The suppression of the price of oil cannot last much longer. When it breaks – watch out – there could be significant (if not uncontrollable) market turmoil.
Episode #15 of The Wake-Up Call: It’s So Bad, I’m at a Loss for Words PREVIEW We have a system that is so broken that it’s incapable of even investigating grotesque and overt crimes like people front running markets for personal gain. That used to be a no-no. It isn’t anymore. Well, at least not if you’re in the club. Episode #15 of The Wake-Up Call: It’s So Bad, I’m at a Loss for Words PREVIEW We have a system that is so broken that it’s incapable of even investigating grotesque and overt crimes like people front running markets for personal gain. That used to be a no-no. It isn’t anymore. Well, at least not if you’re in the club.
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 unfolding and compounding by the day. 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 unfolding and compounding by the day.
Almost Nobody Understands How Bad It’s Going to Get PREVIEW The situation in the Middle East just got a lot worse yesterday and last night. Yes, worse! And even if hostilities stopped right now, there’s going to be a world of hurt coming economically. Almost Nobody Understands How Bad It’s Going to Get PREVIEW The situation in the Middle East just got a lot worse yesterday and last night. Yes, worse! And even if hostilities stopped right now, there’s going to be a world of hurt coming economically.
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