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Why Is Oil Steady While Gold Crashes?
The Gold/Dollar/Oil Trinity.
Mar 22
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10
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Dollar Strength and the Iran War
Revisiting my earlier predictions
Mar 5
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InterArma
3
Investment Thoughts in the Era of "Dollar Decline"
How I'm making sense of the markets to invest for the medium term
Jan 30
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InterArma
6
The Race To Crash The Market
Trump's Increasingly Desperate Attempts to Prop Up the Market Bubble through the Mid-Term
Dec 14, 2025
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InterArma
10
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Japan's Gambit
Takaichi's threats could be more than careless words
Nov 25, 2025
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InterArma
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5
DeepSeek Translation of Emmanuel Todd's Speech "From Russia With Love"
After Budapest, Moscow: Text of the conference I delivered at the Russian Academy of Sciences on April 23, 2025, titled "Anthropology and Strategic…
Jun 4, 2025
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InterArma
3
Bonds, Big Banks, and the World Financial Ouija Board
When it comes to the bond market, a familiar hand is setting up a magic conjuring trick
May 21, 2025
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InterArma
4
2
Scott Bessent's Coming War Against China
Bessent is hunting for his white whale, and we are all onboard his Pequod
Mar 8, 2025
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InterArma
28
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Dealing With The Loss of Liberalism
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