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Dive into a collection of past posts and rediscover timeless content.
Rates are boring. The rest is messy.

Rates are boring. The rest is messy.

Inflation cools, Pinterest crashes, and the DHS stares down a shutdown.

Feb 13, 2026

Vintage Power, Modern Gridlock

Vintage Power, Modern Gridlock

Coal is back, but the government might be out

Feb 12, 2026

The Jobs Were Never There

The Jobs Were Never There

BLS rewrites history, Anthropic corners the market (76%), and the "soft landing" hits an air pocket.

Feb 11, 2026

15% GDP Dreams & 22 Billion EV Nightmares

15% GDP Dreams & 22 Billion EV Nightmares

Trump eyes "Warsh speed" growth, Stellantis hits a wall, and Iran strike odds climb to 41%.

Feb 10, 2026

50,000 Points, 13 Points, and 63 Cents

50,000 Points, 13 Points, and 63 Cents

The math behind the Dow, the Seahawks, and the Norway surge.

Feb 9, 2026

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