My oil thesis is playing out; with volatility
The SPR collectors cometh
Demystifying Life
Unfortunately, much of the research in exercise & nutrition science has bad methodologies, which invalidate their conclusions. Furthermore, the internet is full of people writing posts with good intentions, but incorrect knowledge. We filter it for you.
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Latest episodes
Update
Oil
Oil: Why I never capitulated
TL;DR: The flow of hummus isn't & hasn't been sufficient since Trump started this war.
I've been buying options lately
Everything is backwards in 2026
What I think is going on
Updates on global geopolitics & the future direction of the blog.
Fast update on the oil market
We're definitely at an interesting fork in the road
My current views & strategy for everything
We're at the highest risk point of this insanity so there's lots to say. My schizo thoughts on geopol & macro are here + news that I've modified my margin portfolio with a significant strategic change
Applying lessons from the hardest open computer science problems to geopolitical disasters
Emergent phenomena are more diverse than classical black swans - they can totally change the dynamics of an evolutionary system
Spinning in my chair
The art of doing nothing
I am OPEC now [open-access]
Iran has the most leverage it's ever had in all of modern history; and I don't mean margin loans.