Capitalist Exploits

Capitalist Exploits

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August 2026

Insider Newsletter: Issue #335
In this issue we cover trust erosion, offshore oil, tankers, energy stocks, and what credit default swaps are signaling about the US economy.
 • Capitalist Exploits
Financialised Paper vs The World of Things
One you can print. The other you have to dig up. The biggest holders just started switching. Are you paying attention?
 • Capitalist Exploits
The Shorts Started Running
Twelve years of nobody caring, and then twenty-one percent in five days.
 • Capitalist Exploits
Insider Newsletter: Issue #334
Builders, parasites, debt spirals, and silent inflation taxes...this week's deep dive into markets, Bitcoin, and five stocks worth watching. Click to…
 • Capitalist Exploits
Dying Isn't Dead
What the market's reaction reveals about Diageo's stock after catastrophic news and the future of the global spirits industry...
 • Capitalist Exploits
Permission Slips
Nobody has to take your money. They only have to stop saying yes.
 • Capitalist Exploits

July 2026

Insider Newsletter: Issue #333
Inside the global chaos shaping markets, from Persian tensions and EU censorship to value investing traps and deep analysis of the world's biggest…
 • Capitalist Exploits
The Lifeguard
The most reliable indicator of who gets wiped out in a crisis isn’t their asset allocation. It’s whether they’ll act on their own analysis before the…
 • Capitalist Exploits
Insider Newsletter: Issue #332
Turkey's quiet Treasury dump, energy pivot toward Russia, and open rivalry with Israel reveal a deliberate geopolitical repositioning hiding in plain…
 • Capitalist Exploits
47:55
Paper Profits
The most spectacular earnings growth in the history of large-cap tech is being manufactured in a spreadsheet. Here’s the machinery.
 • Capitalist Exploits

June 2026

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