Surge of “Little Green Men,” and Metal is Poised to Strike – Part XX: Napoleonic Folly

Macron suddenly turned hawkish and is vomiting hot manure while pushing NATO partners to plough more weapons and/or troops into Ukraine.

Domestic Mass Destruction as Biden Spends Billions in Kyiv

Norfolk Southern: "controlled release" detonation in train derailment went "perfect" / EPA's order to clean up East Palestine too little too late.

The Surge of “Little Green Men,” and Metal is Poised to Strike – Part XI

The long expected Russian winter offensive in Ukraine has begun today. Did you expect a breaking news flash on an idiot box or dumbphone?

Russia’s Retreat From Counterparty Risk and SWIFT Over Ukraine – Part 2

I suspect we’ll see tactical nuclear weapons used as NATO membership provides lethal weapons, military advisors, and intelligence data.

Accumulation Phase in the Commodity Bull Market

Capital is looking for somewhere to hide as demand, dislocations, and “structural deficits” in real asset markets offer a safe haven from geopolitical chaos.