Capitalist Exploits
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Asset Heavy
When hyperscalers stop being software companies.
Jun 3
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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
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2
47:23
Running on Fumes
America's Energy Export Surge Is Actually Draining Emergency Reserves While Production Stagnates
May 25
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Five Percent
The 30-year is above 5% and holding. Three years of coiling. Here's what that means for everything else.
May 18
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4
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
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2
Theft Incoming
Three jurisdictions, three flavours, one playbook. The Australians went first this time.
May 11
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4
4
Insider Newsletter: Issue #329
Years of warnings just landed on the front page. Inside: the Big Five, the 30-year yield setup, and a 700-year-old reframe of the treasury question.
May 7
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8
59:38
Same Highway, Different Car
Voting changes the driver. The road has been the same for forty years.
May 7
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4
April 2026
The New Iron Curtain
How Europe built capital controls without ever calling them that.
Apr 29
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6
No Cash, No Yield, No Exit
Private credit funds gate billions in investor redemptions as Moody's downgrades sector outlook from stable to negative
Apr 27
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Bearer of Bad News
Global fertilizer crisis threatens famine as shipping disruptions block vital nutrients from reaching farms worldwide
Apr 21
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Follow the Incentives
Why major powers want Middle East conflicts to continue rather than end.
Apr 13
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