Record-High Stocks and Federal Debt Square Off Against Oil, Gold and Japan Stocks set new record highs! But so did government debt. And the Strait remains closed. Here’s what comes next. Record-High Stocks and Federal Debt Square Off Against Oil, Gold and Japan Stocks set new record highs! But so did government debt. And the Strait remains closed. Here’s what comes next.
Oil’s Hidden Crisis with Ken McElroy: Diesel Shortages, Vanishing Reserves and the Coming Inflation Wave Chris joins Ken McElroy to unpack oil’s strange price swings, extreme backwardation, plunging diesel inventories, SPR drawdowns, and why cost-push inflation and a commodity bull market may be closer than most expect. Oil’s Hidden Crisis with Ken McElroy: Diesel Shortages, Vanishing Reserves and the Coming Inflation Wave Chris joins Ken McElroy to unpack oil’s strange price swings, extreme backwardation, plunging diesel inventories, SPR drawdowns, and why cost-push inflation and a commodity bull market may be closer than most expect.
The Fat Pipe 08/03/26: Tough Talk, Tight Oil, Easy Money, and Grab Bag PREVIEW Thankfully, the US and Israel called off the anticipated weekend attacks. Truthfully, I really don’t want Trump and Bibi to destroy the world’s economy. Things are already going to be dicey enough. The Fat Pipe 08/03/26: Tough Talk, Tight Oil, Easy Money, and Grab Bag PREVIEW Thankfully, the US and Israel called off the anticipated weekend attacks. Truthfully, I really don’t want Trump and Bibi to destroy the world’s economy. Things are already going to be dicey enough.
Fake Markets, Real Consequences In times like these you have to widen your view, take in the big picture, and consider every possibility. Philip Pilkington has a rare set of skills and experiences to bring to the task. Fake Markets, Real Consequences In times like these you have to widen your view, take in the big picture, and consider every possibility. Philip Pilkington has a rare set of skills and experiences to bring to the task.
Triple Feature: Closed Straits, Hidden Shortages, and the Real Energy Crisis Chris appears in three interviews examining closed straits, market manipulations masking severe oil shortages, and the real energy crisis now unfolding. Triple Feature: Closed Straits, Hidden Shortages, and the Real Energy Crisis Chris appears in three interviews examining closed straits, market manipulations masking severe oil shortages, and the real energy crisis now unfolding.
Cheap Oil Is an Expensive Fiction David Russell, the CEO of GoldCore, doesn’t see any easy answers left to fiscal and monetary policymakers. With oil in limited supply, and inflation coming back just as rising yields are making US financing more expensive, something has got to crack. Cheap Oil Is an Expensive Fiction David Russell, the CEO of GoldCore, doesn’t see any easy answers left to fiscal and monetary policymakers. With oil in limited supply, and inflation coming back just as rising yields are making US financing more expensive, something has got to crack.
The Fat Pipe 07/31/26: It Grows Larger, Iran Controls The Strait, Too Much Missing Oil, and Grab Bag PREVIEW As usual, we have a huge number of items to discuss. I’ve condensed it as much as I can to save you time. The Fat Pipe 07/31/26: It Grows Larger, Iran Controls The Strait, Too Much Missing Oil, and Grab Bag PREVIEW As usual, we have a huge number of items to discuss. I’ve condensed it as much as I can to save you time.
The Fat Pipe 07/27/26: Lies All The Way Down, Oil “”Markets”” and PsyOps, “Enshitt-AI-fication”, and Grab Bag PREVIEW What is even happening anymore? Paradoxically, we live in a time when it’s possible to be fully informed, yet it’s getting harder and harder to separate the signal from the noise. That’s where this report comes in. It does the hard work so you don’t have to. The Fat Pipe 07/27/26: Lies All The Way Down, Oil “”Markets”” and PsyOps, “Enshitt-AI-fication”, and Grab Bag PREVIEW What is even happening anymore? Paradoxically, we live in a time when it’s possible to be fully informed, yet it’s getting harder and harder to separate the signal from the noise. That’s where this report comes in. It does the hard work so you don’t have to.
Escalation Trap: US-Iran Strikes, Oil Chokepoints, and the Coming Energy Crisis with Mario Nawfal Chris appears on Mario Nawfal’s show to discuss the escalating US-Iran conflict, Trump’s threats, oil chokepoints, and the risks of a broader energy crisis. Escalation Trap: US-Iran Strikes, Oil Chokepoints, and the Coming Energy Crisis with Mario Nawfal Chris appears on Mario Nawfal’s show to discuss the escalating US-Iran conflict, Trump’s threats, oil chokepoints, and the risks of a broader energy crisis.
What Happens When When Fake Oil Prices Meet Reality? Hard Times By holding down the price of oil, “somebody” is setting the table for a very painful price adjustment in the not-so-distant future. They really ought not to be doing this. What Happens When When Fake Oil Prices Meet Reality? Hard Times By holding down the price of oil, “somebody” is setting the table for a very painful price adjustment in the not-so-distant future. They really ought not to be doing this.