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

Capitalist Exploits

Oct 05, 2026

∙ Paid

Greetings, fellow scoundrels!

Sunrise over First Roach Pond in northern Maine, thanks to John W.

Vibrant orange sunset reflecting on calm lake with bird silhouette flying low

And friend, fellow subscriber and Maverick (some of you’ve met him) Andrew is over in the Karoo and sent me some amazing photos. This is the one I chose to share.

Desert farmhouse silhouette at golden sunset with dramatic wispy clouds and gravel road

Troy Schaeffer was in Croatia. Here’s the harbour at Stari Grad on Hvar Island.

Stunning orange sunset over marina with boats and Hotel Helios Croatia

Forewarned is forearmed. There is so much going on right now that inevitably there exist things which are coming across our radar but do not make it into the letter. As it stands, this one clocks in at over 50 pages. And so perhaps it’s best digested in bite sizes. Enjoy!

In This Week’s Issue

The Economist and the Cover Curse
The Laughter Before the Fall
There Will Be No Revolution
The Slow Motion Collapse: Europe and Britain
Gold vs Cattle
Venezuelan Oil: Not So Fast
Cathie Wood and the Eighth Wonder of the World
Million-Dollar Tanker Day Rates
The Big Three:

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