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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.
Aug 15
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Lau Vegys
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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.
Aug 14
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Lau Vegys
31
4
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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…
Aug 12
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Lau Vegys
62
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Goodbye, Spain
Back on the road, your next rabbit hole, and a Soviet joke my father actually lived.
Aug 10
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Lau Vegys
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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…
Aug 8
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Lau Vegys
43
8
10
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…
Aug 5
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Lau Vegys
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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.
Aug 3
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Lau Vegys
49
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Situation Normal: Uranium
Why the uranium market has quietly split in two, and why almost nobody is pricing the difference.
Aug 1
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Lau Vegys
36
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July 2026
Japan Just Called Its Money Home
A $1.8 trillion pension fund, hundreds of billions in American paper, and a finance minister who said the quiet part out loud.
Jul 29
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Lau Vegys
129
8
17
Notes From a Burning Spain
Spain in flames, a pointless war that forgot its reasons, and an oil shock that never came.
Jul 27
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Lau Vegys
45
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Who Canceled the Oil Apocalypse?
Someone quietly absorbed the biggest supply shock in oil market history. It wasn't who or why you think.
Jul 25
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Lau Vegys
269
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Silver Really Is the Elephant in the Room. China Is the One Feeding It.
The silver exodus has a new twist: what goes East, stays East.
Jul 23
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Lau Vegys
60
11
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