Archive
Research
America is Building Reactors it Can’t Fuel
Only two countries make this fuel at scale and neither is a friend.
July 31, 20265 min read
The Last Time Gold Looked Dead, It Rose Sevenfold
Gold is down 25% from its record and the miners fell 36% into the fattest margins they have ever earned.
July 24, 20265 min read
Gold’s Obituary Just Got Published
$18 billion fled gold. Look who’s buying it.
July 9, 20262 min read
Energy Bottleneck: The Electron Ceiling
You can design a better chip, you can’t design a gigawatt.
July 3, 20265 min read
The companies Uncle Sam buys next
I stopped laughing at government stock picks.
June 19, 20265 min read
The SpaceX Launch Tax
The “Launch Tax” and why SpaceX may become the largest IPO in history.
June 12, 20265 min read
Watch the Cement Trucks, Not the Missiles
The $4.69B bet on American gas, signed the week oil crashed.
June 5, 20264 min read
Compute as a Commodity
It echoes of 1983 all over again. Here’s what happened last time.
May 29, 20266 min read
