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 think (let alone do)? 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 think (let alone do)?
Episode #10 of The Wake-Up Call: Enemy Action PREVIEW We’ve officially crossed the Rubicon and we aren’t coming back from this anytime soon. This is the calm before the storm. Episode #10 of The Wake-Up Call: Enemy Action PREVIEW We’ve officially crossed the Rubicon and we aren’t coming back from this anytime soon. This is the calm before the storm.
Episode #9 of The Wake-Up Call: Day 17 and No End In Sight PREVIEW Today is day 17 of the Iran War and Trump seems to have lost the plot line. Episode #9 of The Wake-Up Call: Day 17 and No End In Sight PREVIEW Today is day 17 of the Iran War and Trump seems to have lost the plot line.
The Fat Pipe March 16, 2026: The Unavoidable Inflation Shock, War Not Ending Soon, MicroMark and Trump’s Crash Outs, and Gold & Silver PREVIEW There’s a near complete blackout on news from the Gulf … and we all know why that is. This is the single greatest disaster and global economic shock of our lifetimes. The Fat Pipe March 16, 2026: The Unavoidable Inflation Shock, War Not Ending Soon, MicroMark and Trump’s Crash Outs, and Gold & Silver PREVIEW There’s a near complete blackout on news from the Gulf … and we all know why that is. This is the single greatest disaster and global economic shock of our lifetimes.
The Fat Pipe March 13, 2026: Day 14 of Iran War, Fuel Shortages Mount, Financial Accident Imminent, and Grab Bag PREVIEW The Iran War continues to rage on, Bessent is rattled, and the US’s precious financial markets rigged as they are, are emitting copious Creaking and Popping sounds. The Fat Pipe March 13, 2026: Day 14 of Iran War, Fuel Shortages Mount, Financial Accident Imminent, and Grab Bag PREVIEW The Iran War continues to rage on, Bessent is rattled, and the US’s precious financial markets rigged as they are, are emitting copious Creaking and Popping sounds.
Episode #8 of The Wake-Up Call: This Is It! PREVIEW This war is going to spill across the entire world because it’s an energy shock. Unlike anything the world has seen to date, it is not just the depth of it, but the pace we’ve never seen. Episode #8 of The Wake-Up Call: This Is It! PREVIEW This war is going to spill across the entire world because it’s an energy shock. Unlike anything the world has seen to date, it is not just the depth of it, but the pace we’ve never seen.
The Iran War Is Roiling Markets and Supply Chains Things are developing slowly…then all at once… The Iran War Is Roiling Markets and Supply Chains Things are developing slowly…then all at once…
Episode #7 of The Wake-Up Call: War Preps PREVIEW It’s just over a week into the war with Iran and I am preparing like I’ve never prepared before. It feels like money is no object at this point in time, as Evie and I are focusing on food, fuel and basics. Episode #7 of The Wake-Up Call: War Preps PREVIEW It’s just over a week into the war with Iran and I am preparing like I’ve never prepared before. It feels like money is no object at this point in time, as Evie and I are focusing on food, fuel and basics.
The Fat Pipe March 9th 2026: Oil!, LNG, Trump is Deranged Syndrome, Israel Thumped, Iran Highly Capable, and More Noticing PREVIEW Things are not settling down, they are growing ever more urgent and dangerous. The Fat Pipe March 9th 2026: Oil!, LNG, Trump is Deranged Syndrome, Israel Thumped, Iran Highly Capable, and More Noticing PREVIEW Things are not settling down, they are growing ever more urgent and dangerous.
The fat Pipe March 6th, 2026: It’s A Religious War That’s Going Badly, No Adults Seem To Be In Charge, & Chabad PREVIEW The US and Israel are now a clear and present danger to themselves and the world. How will the world respond? No matter how it does, this is your invitation to triple down on your preparations. The fat Pipe March 6th, 2026: It’s A Religious War That’s Going Badly, No Adults Seem To Be In Charge, & Chabad PREVIEW The US and Israel are now a clear and present danger to themselves and the world. How will the world respond? No matter how it does, this is your invitation to triple down on your preparations.
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