Why Venezuela’s massive oil reserves are actually a $100 billion capital trap wrapped in geopolitical chaos—and why the viral ‘$18 trillion windfall’ narrative completely misunderstands oil economics.
Two months ago, I wrote about how AI infrastructure spending was following the exact playbook of the fiber optic …
Ask someone to prove that stocks beat gold, and they’ll inevitably pull up a long-term chart showing the S&P …
What’s really behind Powell’s rate cut hesitation? The answer isn’t found in employment statistics or …
A tale of two bubbles, separated by 25 years and united by the same spectacular blindness to efficiency.
As Bitcoin carves new all-time highs, the market is celebrating corporate …
I’ve always been drawn to contrarian ideas – those …
In the ever-evolving landscape of commodities, tin …
The recent surge in copper prices to a 14-month …
Like many who invest, I have made my fair share of …