Archive - Capitalist Exploits

Nothing Trades, Nothing Prices

The smartest money in the room is quietly heading for an exit it told everyone didn’t exist.

18 hrs ago • Capitalist Exploits

Net Worth in Calories

You are counting your wealth in a unit the people who issue it can conjure at will. That is not a measurement. It is a magic trick, and you are the…

Jun 17 • Capitalist Exploits

The Fourth Biggest Company on Earth

Was once an Oil Service stock. How market leaders from IBM to Kodak vanished and what it reveals about finding the next decade's winning investments.

Jun 15 • Capitalist Exploits

Insider Newsletter: Issue #331

SpaceX's legal accounting trick reveals how rocket company justifies $1.75 trillion valuation despite losing money on core business

Jun 12 • Capitalist Exploits

Perfect Knowledge

How perfect oil predictions can still lead to devastating losses in energy stocks.

Jun 11 • Capitalist Exploits

The Dirt Doesn't Vote

Every risk Brazil carries can change. None of its advantages can.

Jun 9 • Capitalist Exploits

When hyperscalers stop being software companies.

Jun 3 • Capitalist Exploits

May 2026

Insider Newsletter: Issue #330

Weekly investment insights covering the commodity supercycle, energy stocks defying logic, and tech's shift from asset light to asset heavy

May 28 • Capitalist Exploits

47:23

Running on Fumes

America's Energy Export Surge Is Actually Draining Emergency Reserves While Production Stagnates

May 25 • Capitalist Exploits

The 30-year is above 5% and holding. Three years of coiling. Here's what that means for everything else.

May 18 • Capitalist Exploits

Countdown to Shortages

Even if the bombs stop tomorrow, the math doesn’t. The flow that vanished in March is now the inventory that isn’t on the dock in May.

May 13 • Capitalist Exploits

Three jurisdictions, three flavours, one playbook. The Australians went first this time.

May 11 • Capitalist Exploits

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