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Notes From Spain at 110°F
A rare earth five-bagger, the essay that broke my inbox, a risk rule I never break, and what I've been building.
Jul 7
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How I Found a Five-Bagger in Rare Earths
The trade from start to finish—and the two things I look for before putting money behind an idea.
Jul 5
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Why Trump Took the Deal—Follow the AI
He called Obama's version the worst deal in history. Then he signed a worse one. Wondering why? Let me tell you.
Jul 1
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June 2026
I Left the Newsletter I Helped Build. Here's Why.
I'm writing this from a parking lot in Germany, with three kids asleep in the back seat and something I need to tell you.
Jun 27
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I Saw What Socialism Did to Cuba. Last Week, the Regime Admitted It Failed.
I told myself I wouldn't go back until it was free. Apparently, someone in Havana heard me.
Jun 25
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Why I Never Go All-In on a Stock
How I manage risk in every speculative position, from tranches and stink bids to riding winners for free.
Jun 23
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Iran Won? The Fed Moved the Goalposts. Macron Hosted the AI Cartel.
Last week, in the rearview.
Jun 22
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The Fed Is Quietly Abandoning Its 2% Inflation Target
For weeks the press cast Kevin Warsh as a hawk who'd finally get serious about inflation. And of course, he's anything but.
Jun 20
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Europe's Recession Is Coming for America
The world's second-largest economy has ground to a halt. History says an ocean won't keep its troubles from reaching your wallet.
Jun 18
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Japan Just Raised Rates Again. Here's Why That's Your Problem Too.
For thirty years, Japan's cheap money quietly propped up Wall Street. That era is over.
Jun 16
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A Trillionaire, a Socialist, and a Hot Jobs Print
Last week, in the rearview.
Jun 15
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The Board My Father Built
And other weekend musings on risk, scarcity, and marshmallows.
Jun 13
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