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Long cash machines. Short the corporate existential dread. Staying DStressed while betting against everyone else’s financial ruin.

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Tolls & Blockades for Everyone

Jul 23, 2026

How many tolls are shippers going to have to pay to get oil from one side of the Middle East to the other?

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I said I wanted a GOLDEN DOME

Jul 2, 2026

While the French blame the United States for the heat wave, let's all remember that they helped liberate us and set us on our path to make it happen.

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The Ground is Shifting: Why the Old Political Playbooks are Failing

Jun 25, 2026

Democratic Socialists of America are expanding their power base in New York. What does it all mean and why isn't "Socialist" a dirty word any more?

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Funding Secured!

Jun 16, 2026

If private equity or private credit types are looking for novel ideas to raise their next fund they should consider getting bombed by the US.

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Uber Valuation w/ Updated TAM

Jun 9, 2026

Wondering if you should try to find shares of SpaceX pre- or post-IPO? The better question is why you aren't updating your valuation model of Uber using the latest TAM of Mars?

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