Time and patience.
Time and patience. I don't know if patience depends on time, or time on patience, but I do know that often, I lack both, lol. Yes, I'm filled with a certain envy for people who…
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DISPATCHES FROM THE OVERLAP
DISPATCHES FROM THE OVERLAP May 5, 2026 Somewhere in the gap between the Strait of Hormuz burning and Palantir posting its best quarter in company history, there is a thesis…
The Strait Is Still Closed. Nobody on the Equity Desk Seems to Care.
The Strait Is Still Closed. Nobody on the Equity Desk Seems to Care. There is a war going on. A real one, with naval seizures and gunfire on tankers and cities that source 99%…
Fallen Angels 26-18 - Delegation and distribution of HP and tokens
Bienvenidos una vez mas a nuestro reporte de intereses generados gracias a las delegaciones de todos vosotros. Recuerda que…
Omaha in the Age of Gambling
Omaha in the Age of Gambling There is something almost deliberately theatrical about the timing. The week oil traders are being investigated for front-running three separate…
The Strait of Everything
The Strait of Everything A fictional internal monologue from the desk of no one in particular, somewhere on a trading floor, Friday, May 2 Okay. Iran sent a peace proposal…
Anyone Still Treating OPEC as a Functioning Institution
MEMORANDUM TO: Anyone Still Treating OPEC as a Functioning Institution FROM: The Obvious RE: The Cartel is Not Fine DATE: May 1, 2026 Effective today, OPEC no longer…
Splinterlands End of Season report April 30 2026.
Every end of season, I'm surprised again how fast the past two weeks have gone by and today another Splinterlands season is about to…
The Last Man in the Room
The Last Man in the Room April 30, 2026 There is a specific kind of institutional dread that spreads when everyone can see the succession happening but nobody will say it…
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