Apr 06, 2026 15:06 UTC · research · Substack
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Apr 01, 2026 09:07 UTC · research · Substack
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Days in the Sun “Between stimulus and response, there is a space where we choose our response.” – Stephen Covey Just hours before the war i...
Mar 28, 2026 15:06 UTC · research · Substack
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Mar 27, 2026 11:10 UTC · research · Substack
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Rearguard Action “Now equilibrium is the very opposite of disorder.” – Rudolf Arnheim In July of 2016, the South Korean government of Park ...
Mar 25, 2026 23:05 UTC · research · Substack
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House of Pain “The beginning of wisdom is the definition of terms.” – Socrates What does it mean to win a war? The question is a particular...
Mar 21, 2026 23:05 UTC · research · Substack
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Island Hopping “Anyone can hold the helm when the sea is calm.” – Publilius Syrus Panic buying during shortages is a classic example of hum...
Mar 20, 2026 23:05 UTC · research · Substack
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Escalating conflict in Middle East poses risk to global oil and gas markets. Potential disruptions in energy supply due to attacks on facilities.
Mar 20, 2026 23:05 UTC · research · Substack
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Drilling Laterally “Some people don’t like change, but you need to embrace change if the alternative is disaster.” – Elon Musk We beg...
Mar 20, 2026 23:05 UTC · research · Substack
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Digital Fog “Truth, like gold, is to be obtained not by its growth, but by washing away from it all that is not gold.” – Leo Tolstoy At app...
Mar 20, 2026 23:05 UTC · research · Substack
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Escalating conflict in the Persian Gulf disrupting oil markets
Mar 20, 2026 23:05 UTC · research · Substack
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No Laffan Matter “When it comes to luck, you make your own.” – Bruce Springsteen Prior to the war in Ukraine, much of the European Union...
Mar 20, 2026 23:05 UTC · research · Substack
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Duration Risk “He who establishes his argument by noise and command shows that his reason is weak.” – Michel de Montaigne Among the more pr...
Mar 20, 2026 23:05 UTC · research · Substack
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Energy prices expected to rise significantly due to Middle East conflict, indicating a short-term risk-on environment.
Mar 20, 2026 23:05 UTC · research · Substack
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Call of Duty “Every bad precedent originated as a justifiable measure.” – Sallust On April 24, 2013, an eight-story commercial building nea...
Mar 20, 2026 23:05 UTC · research · Substack
Mar 20, 2026 23:05 UTC · research · Substack
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Mar 20, 2026 23:05 UTC · research · Substack
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More Cowbell “Easy, guys. I put my pants on just like the rest of you—one leg at a time. Except, once my pants are on, I make gold records.”...
Mar 20, 2026 23:05 UTC · research · Substack
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Hard Landing “You win some, lose some, and wreck some.” – Dale Earnhardt The big news in the climate wars this week is President Donald Tru...
Mar 20, 2026 23:05 UTC · research · Substack
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Mar 20, 2026 23:05 UTC · research · Substack
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Genetically Modified Weeds “Science grows like a weed every year.” – Kary Mullis In 1971, scientists at the US chemical company Monsanto pa...