Markets have just ripped higher, with the S&P 500 surging 15% in less than two weeks. But beneath the surface, things aren’t nearly as strong as they look.
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The Great Energy Pivot: Rewriting the Oil Trade [Part IV]
In this final edition, we outline why controlling global oil could be the US’s last weapon in hanging onto its decades-long hegemony. Control the Oil. Control the World.
The Last Barrels
Australia’s fuel vulnerability just went from theoretical to very real overnight.
Returns so high you’ll lose your mind
The best investor I know just passed away. Her astonishing returns humiliated Germany’s proudest bankers. And boy did she let them know it! But how did she do it?
Everything (might) be fine
The ASX has bounced, the war drones on, and private credit lurks. Lachlann runs the Rumsfeld matrix on markets. And it turns out, we might be just fine.
The Great Energy Pivot: Rewriting the Oil Trade [Part III]
Critical Minerals have been touted for their supply concentration; but rarely is oil put in that category. Yet three countries control almost half of the world’s supply.
