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
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Capitalist Exploits
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Permission Slips
Nobody has to take your money. They only have to stop saying yes.
Aug 5
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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…
Jul 26
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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…
Jul 7
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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…
Jul 5
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3
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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.
Jul 1
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June 2026
Priced for Peace
The oil price is falling and the war is supposedly winding down. Wall Street has decided that means the inflation is over. They have the machinery…
Jun 28
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Nothing Trades, Nothing Prices
The smartest money in the room is quietly heading for an exit it told everyone didn’t exist.
Jun 25
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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
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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
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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
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21
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Perfect Knowledge
How perfect oil predictions can still lead to devastating losses in energy stocks.
Jun 11
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