Jan 9, 2026
On awaiting the (inevitable?) rotation
Jan 8, 2026
On playing a triple play
Jan 7, 2026
America's Nuclear Winter
Jan 6, 2026
On high demand and underinvestment
Jan 5, 2026
On a Former President & A New Global Precedent?
Dec 23, 2025
On "Heaven's 11"
Dec 22, 2025
On comparing caps
Dec 19, 2025
On weird bond-market behavior
Dec 18, 2025
On credit scarcity and delinquency
