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Insider Newsletter: Issue #325
Silver mania, AI cracks, and the coming rotation into hard assets...why energy may be the real asymmetric trade.
18 hrs ago
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Insider Newsletter: Issue #324
The world is running head-first into hard constraints...energy depletion, capital flight, and political decay while markets remain priced for comfort…
Jan 18
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Insider Newsletter: Issue #323
Markets roar while trust quietly breaks. From gold signals to euphoria traps, this issue asks: who’s really winning as faith erodes...and what comes…
Jan 5
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Insider Newsletter: Issue #322
The façade is cracking. From energy geopolitics to Argentina’s “dead cow,” this issue follows capital where narratives fail. Who’s early...and who’s…
Dec 16, 2025
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Insider Newsletter: Issue #321
The biggest market transitions of the decade are already underway. Most investors are looking the wrong way.
Nov 28, 2025
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Insider Newsletter: Issue #320
We’ve all heard of the Fourth Turning...an 80–90 year cycle that brings systemic resets like the Civil War, the Great Depression, WWII, the Cold War…
Nov 4, 2025
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Insider Newsletter: Issue #319
Cramer says sell energy; data says a stealth bull is brewing. AI IPO mania, EM turning, platinum squeeze… what are we buying next?
Oct 12, 2025
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Insider Newsletter: Issue #318
Wars redefined, bonds unraveling, gold itching higher, oil too hated to ignore, the S&P too loved...where does patience pay off next?
Sep 22, 2025
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Insider Newsletter: Issue #317
AI hype, oil power plays, real estate traps, overlooked Hong Kong bargains, wind’s math, graphene’s gamble, Greece’s climb...and 5 contrarian shots…
Sep 2, 2025
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Insider Newsletter: Issue #316
"If we don’t end up in a global catastrophe here, what is absolutely clear as day is that this course of action will cement the bifurcation of East and…
Aug 12, 2025
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Insider Newsletter: Issue #315
"We’re about to enter a time where authoritarian overt actions come to the table..."
Jul 22, 2025
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Insider Newsletter: Issue #314
What if luck is a strategy? From bombers and bitcoin to boring plastics and platinum mines—discover the asymmetry hiding in plain sight. Which one is…
Jul 4, 2025
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