The Fat Pipe May 25th, 2026: The Fog of Diplomacy, the Unbelievable Wall of Money, and Grab Bag PREVIEW Trying to make sense out of the nonsense. The ‘Fog of Diplomacy’ was thick this weekend. The Fat Pipe May 25th, 2026: The Fog of Diplomacy, the Unbelievable Wall of Money, and Grab Bag PREVIEW Trying to make sense out of the nonsense. The ‘Fog of Diplomacy’ was thick this weekend.
Energy Shocks, Economic Risks, and Political Fallout with Redacted & Mario Nawfal Chris joins Redacted and Mario Nawfal to discuss the looming U.S. energy shock, economic risks, and major political fallout. Energy Shocks, Economic Risks, and Political Fallout with Redacted & Mario Nawfal Chris joins Redacted and Mario Nawfal to discuss the looming U.S. energy shock, economic risks, and major political fallout.
The Fat Pipe May 22, 2026: Fake ‘Deals,’ Oil Priced Too Low, More Exploding Refineries, The Carry Trade Bursts, Inflation(!), and Grab BAg PREVIEW There’s no stopping the inflation that has been unleashed. The Fat Pipe May 22, 2026: Fake ‘Deals,’ Oil Priced Too Low, More Exploding Refineries, The Carry Trade Bursts, Inflation(!), and Grab BAg PREVIEW There’s no stopping the inflation that has been unleashed.
Sovereign Bonds Are Flashing an Urgent Warning Everybody should be paying close attention to the global bond rout. It’s happening for a variety of reasons the two main ones being (a) government fiscal recklessness and, (b) the return of inflation which is both rising and accelerating. Sovereign Bonds Are Flashing an Urgent Warning Everybody should be paying close attention to the global bond rout. It’s happening for a variety of reasons the two main ones being (a) government fiscal recklessness and, (b) the return of inflation which is both rising and accelerating.
Episode #22 of The Wake-Up Call: Oil and AI – Time for Some Soul Searching PREVIEW We have to talk about the Iran war still. And then also AI. Maybe they’re not entirely unrelated because both represent something of an existential issue for our system, each of us individually, for our children, for our nation, and for the future. Episode #22 of The Wake-Up Call: Oil and AI – Time for Some Soul Searching PREVIEW We have to talk about the Iran war still. And then also AI. Maybe they’re not entirely unrelated because both represent something of an existential issue for our system, each of us individually, for our children, for our nation, and for the future.
The Fat Pipe May 18th, 2026: No War This Weekend, “”Markets,”” Brutal Oil Math, Bond Distress, and Ugly Drone Realities PREVIEW Good news; there wasn’t a resumption of war this weekend. Bad news, there’s lots of chatter now about more war. Meanwhile, oil and inflationary realities are rapidly mounting for Trump, the US and the world. The Fat Pipe May 18th, 2026: No War This Weekend, “”Markets,”” Brutal Oil Math, Bond Distress, and Ugly Drone Realities PREVIEW Good news; there wasn’t a resumption of war this weekend. Bad news, there’s lots of chatter now about more war. Meanwhile, oil and inflationary realities are rapidly mounting for Trump, the US and the world.
The Math Isn’t Mathing: US Natural Gas Shortfalls by 2030 Having ‘energy awareness’ is like a superpower these days. It should be routine, but it’s not. Time to level up with a dive into natural gas supply and demand issues within the US. The Math Isn’t Mathing: US Natural Gas Shortfalls by 2030 Having ‘energy awareness’ is like a superpower these days. It should be routine, but it’s not. Time to level up with a dive into natural gas supply and demand issues within the US.
The Fat Pipe May 15th, 2026: The China Lull, Renewed Military Strikes?, Bonds and Inflation, What The Heck Data Centers? PREVIEW Between the largest energy shock in the world, and the breakneck speed of installing energy gobbling data centers at breakneck speed, it’s time to take our preparations to the next level. The Fat Pipe May 15th, 2026: The China Lull, Renewed Military Strikes?, Bonds and Inflation, What The Heck Data Centers? PREVIEW Between the largest energy shock in the world, and the breakneck speed of installing energy gobbling data centers at breakneck speed, it’s time to take our preparations to the next level.
The Commodity Bull Market Has Begun (But So Has Inflation) The US is selling its reserve setting up future price spikes, commodities are launching on a new bull market, and inflation is set to come roaring back. This narrows down the investable universe considerably. The Commodity Bull Market Has Begun (But So Has Inflation) The US is selling its reserve setting up future price spikes, commodities are launching on a new bull market, and inflation is set to come roaring back. This narrows down the investable universe considerably.
The US Is Exporting Like Mad as Global Oil Stocks Deplete at a Record Pace The US continues to export its wealth in the form of oil and gasoline and other energy products. We’re eating our seed corn. When that ends, the price spikes will be extraordinary and cause a lot of economic damage. The US Is Exporting Like Mad as Global Oil Stocks Deplete at a Record Pace The US continues to export its wealth in the form of oil and gasoline and other energy products. We’re eating our seed corn. When that ends, the price spikes will be extraordinary and cause a lot of economic damage.
by sand_puppy 
