SNAFU Investing with Lau Vegys

SNAFU Investing with Lau Vegys

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China Just Pulled the Plug on Paper Silver
A retail paper-trading shutdown, a quiet export clampdown, and a market that can't just mine its way out.
 • Lau Vegys
The U.S. Has a Plan for the Next Yen Rescue. You're Funding It.
The Treasury Secretary asked for it in public. An emergency facility used once in six years, running on printed dollars.
 • Lau Vegys
I Had Cake at a Yugoslav Dictator’s House
The man who defied Stalin, socialism for thee, and the small country that got out before Yugoslavia exploded.
 • Lau Vegys
The Government Just Asked for Another $739 Billion in Debt. For One Quarter.
That's $68 billion more than they said three months ago. Meanwhile, tariff revenue came in below zero, and interest now costs more than the military.
 • Lau Vegys
One Winner, One Rough Day, and the Opportunity in It
One up 25%, one down double digits on the day. Here's what I'm doing.
 • Lau Vegys
The Photograph That Bailed Out the Yen
The U.S. hadn't bought yen since the 1998 Asian financial crisis. This time it came with a handwritten note, a euro-for-yen trade, and a dollar…
 • Lau Vegys
Goodbye, Spain
Back on the road, your next rabbit hole, and a Soviet joke my father actually lived.
 • Lau Vegys
America Just Got More Dependent on Foreign Uranium
The government published the receipts last week. 93% of the fuel in American reactors came from abroad. That's a problem for the country, and an…
 • Lau Vegys
Why China Canceled the Oil Apocalypse
How China quietly amassed the world's biggest oil hoard, built a replacement for the petrodollar, and used the Hormuz crisis to usher in the multipolar…
 • Lau Vegys
Spain Is the New California
On fire, overrun, and run by socialists. Plus Fauci pleads the Fifth a hundred times, and a mayor unveils a Soviet grocery store.
 • Lau Vegys
Situation Normal: Uranium
Why the uranium market has quietly split in two, and why almost nobody is pricing the difference.
 • Lau Vegys

July 2026

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