Food & Macro

Everything vs Artificial Intelligence: Part 2

You Can’t Eat Tokens

Basics vs Artificial Intelligence: Part 1

Opec Infighting: Trojan Horse

The UAE Trojan Horse

Stock #10

In times of max uncertainty, stability is key.

Orange Man Brink & Back

TACO Accomplished. Now back to the brink..

Art of the Thrill

Fog of Markets in play

Fog of Markets

Trading the Fog of War

FaaC: FinTwit-as-a-Contra

The Bear Market of 2026 (?)

The Boy Who Cried Wolf: Trump Edition

The Regime Change Trade

Preparing for the Bust

Shorting AI

Trump is Pot Committed

But soon he'll go ALL IN

AI-ran 🧑🏻‍💻🇮🇷

energy chokepoint = compute chokepoint = economic chokepoint