March 10, 2026
What If Everything Goes Wrong In Iran
"People never lie so much as before an election, during a war, or after a hunt." Georges Clemenceau
Substack
Writings archive
Page 2 of 3
March 3, 2026
The Greatest Trades in History
Seven bets that moved markets, broke governments, and rewrote the rules of finance.
February 28, 2026
Iran: Scenarios, Winners, Losers, and What It Means for Markets
Are we going to see a new US war in the Middle East ?
February 15, 2026
AI, Climate, and the Nuclear Investment Thesis
Trivial Investment Thesis: Explosive electricity demand + decarbonization imperative → nuclear revival. The investor’s question: Which technologies win and which stocks/ETFs capture the upside?
February 10, 2026
Bessent, Warsh and the philosophy reshaping American economic policy
Inside the post-QE playbook
February 7, 2026
Is Saylor going to rug us?
I've seen many people being worried about Saylor and Strategy. It is true that they sit at a current unrealized loss of almost $6B. But can they be forced to sell?