Oct 21, 2026
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5 min read
Gold Holds, Housing Strains, and the Cost of Capital Is Starting to Show
Oct 14, 2026
4 min read
The Cost of Capital Is Back in Charge - The thesis can remain intact while the price moves against it.
Oct 7, 2026
7 min read
Something interesting is happening between the ticker tape and the physical economy.
Sep 30, 2026
6 min read
This week, the signals are coming from industrial capacity, mining consolidation, higher borrowing costs and the systems required to keep physical infrastructure running.
Sep 25, 2026
The Choke Point Is Moving
Sep 16, 2026
8 min read
Sep 9, 2026
Sep 2, 2026
Aug 26, 2026
Capital · Research Security · Industrial Resilience
Aug 19, 2026
Aug 12, 2026
Aug 7, 2026
10 min read
Jul 29, 2026
9 min read
Jul 22, 2026
Jul 15, 2026
Jul 8, 2026
Jul 1, 2026
Jun 24, 2026
Jun 17, 2026
Jun 10, 2026
Jun 6, 2026
May 27, 2026
May 20, 2026
May 13, 2026
May 6, 2026
22 min read
