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Dive into a collection of past posts and rediscover timeless content.
(Overview of the bull thesis/risks)
Jun 18, 2026
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3 min read
How a new "artificial leaf" could change the economics of renewable energy.
Jun 17, 2026
The US and Iran signed a memorandum of understanding Sunday. The Strait of Hormuz opens Friday. Here is what the deal is, what it is not, and why the distinction matters.
From 26% Unemployment to the Fastest Growth in Europe. What Happened in Spain?
Jun 15, 2026
The 2026 World Cup and the slow pricing out of football's global soul.
Jun 14, 2026
6 min read
