Capitalist Exploits

Insider Newsletter: Issue #338

Curated intelligence on AI's hidden agenda, Britain's slow collapse, oil after Iran, and the bubbles most investors are too distracted to see

Nov 4 • Capitalist Exploits

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October 2026

Insider Newsletter: Issue #337

A 50-page deep dive covering The Economist cover curse, European collapse, Venezuelan oil, gold vs cattle, and three under-the-radar stock picks

Oct 5 • Capitalist Exploits

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50:11

Exit Liquidity

The AI giants are lining up to sell. The buyer at the end of the line is your pension.

Oct 5 • Capitalist Exploits

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September 2026

Insider Newsletter: Issue #336

Bonds cracking, AI's boom curdling into credit, Japan's bubble echoing, and value quietly hiding where nobody is looking.

Sep 21 • Capitalist Exploits

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How Long Back to Even?

You are probably holding this trade without knowing it. Here is how long history says it takes to get your money back.

Sep 17 • Capitalist Exploits

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Why Hasn’t It Broken?

Every straw that should have broken the camel’s back has already landed. It’s still standing. That should worry you, not reassure you.

Sep 9 • 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.

Aug 31 • Capitalist Exploits

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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?

Aug 30 • Capitalist Exploits

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The Shorts Started Running

Twelve years of nobody caring, and then twenty-one percent in five days.

Aug 23 • Capitalist Exploits

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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…

Aug 17 • Capitalist Exploits

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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...

Aug 9 • Capitalist Exploits

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Permission Slips

Nobody has to take your money. They only have to stop saying yes.

Aug 5 • Capitalist Exploits

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