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The Largest Energy Shock On Record Is Worse Than You Think
Even if the Strait of Hormuz reopens tonight, the damage has been done and it’s a lot worse than most people understand. Here’s the math… and...
Who Will Win, The Money Printers Or Physics?
Equity markets are signaling the usual thing during a war: lots and lots of excess liquidity from “somewhere.” But this time, the loss of oil and...
Investing When Nothing Matters and Anything Goes
We’ve entered a New Normal for US equity markets where fundamentals no longer seem to matter. Nor the reality of a a global disruption in energy and...
The Fat Pipe April 10th, 2026: Broken “Markets,” Oil Update, the Golden Future, WTH Europe?, and Claude Mythos
The suppression of the price of oil cannot last much longer. When it breaks – watch out – there could be significant (if not uncontrollable) market...
Are Markets Providing Signal or Noise?
Time for our weekly Finance U episode with Paul Kiker. The “markets” are operating as if the largest energy shock in world history weren’t already...
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