Seoul Is Eating Your Lunch
Seoul Is Eating Your Lunch May 7, 2026 The KOSPI just did 75% year-to-date. Sit with that. Not a small-cap biotech. Not a leveraged crypto ETF. The entire South Korean…
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The Cartel Is Cracking and Nobody Knows What Comes Next
The Cartel Is Cracking and Nobody Knows What Comes Next Brent is at $110 and change. WTI just crossed $103. The Strait of Hormuz — the skinny corridor through which roughly a…
GOAL: bitcoin of virtualgrowth
With the state and status of bitcoin and markets after the bitcoin conference would like to set a goal of a bitcoin of virtualgrowth. Whatever that may be. Many seeds are…
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%…
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…
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