It’s Intentional, Which Means It’s All Going to Get Worse, Not Better PREVIEW I’m always searching for the theory that makes all the data fit. I’m happy to accept and reject hypotheses along the way, but it’s becoming pretty clear to me that we are under attack and that a lot of what we’re seeing right now is intentional. It’s going to be devastating if this hypothesis is correct. It’s Intentional, Which Means It’s All Going to Get Worse, Not Better PREVIEW I’m always searching for the theory that makes all the data fit. I’m happy to accept and reject hypotheses along the way, but it’s becoming pretty clear to me that we are under attack and that a lot of what we’re seeing right now is intentional. It’s going to be devastating if this hypothesis is correct.
The Fat Pipe May 29, 2026: Deal! No Deal!, and “””Markets””” PREVIEW We are well and truly through the looking glass. Will reality finally win out, or will the abstractionists brute force their vision into being? The Fat Pipe May 29, 2026: Deal! No Deal!, and “””Markets””” PREVIEW We are well and truly through the looking glass. Will reality finally win out, or will the abstractionists brute force their vision into being?
Surviving the Inflationary Money Flood The current stock market boom is running in the US as well as Japan and Europe. It did not begin with the Iran war, but began in 2022 when monetary and fiscal authorities freaked out about the twin declines in stocks and bonds and ‘did something about it.’ Now we’ve got that money flood plus the Iran war which, together, will combine to bring about extremely high (15%? 18%? 20%?) in 1-2 year’s time.. Surviving the Inflationary Money Flood The current stock market boom is running in the US as well as Japan and Europe. It did not begin with the Iran war, but began in 2022 when monetary and fiscal authorities freaked out about the twin declines in stocks and bonds and ‘did something about it.’ Now we’ve got that money flood plus the Iran war which, together, will combine to bring about extremely high (15%? 18%? 20%?) in 1-2 year’s time..
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.
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