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SNAFU Investing with Lau Vegys

Lau Vegys, Joel Bowman

Nothing works the way it's supposed to — and everyone pretends it does. It's the SNAFU world. Essays on money, markets, and the unraveling West — plus stock picks, real-time alerts, and a live portfolio, always one click away.

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Substack
PricingFreemiumPublishesDaily
Issues78Founded2 years agoLast Issue39 hours ago
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Latest Issues

Alert: Our Silver Miner Is Back in the Buy Range

Nothing has changed at the company. The price has.

Lau here.

39 hours ago
14
2
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Alert: The Selloff Did Its Job. Now the Good News Is Here.

Two charts that explain the last two months, and the news that just changed the picture for two of our positions.

Lau here.

4 days ago
50
5
Paid

Palantir's CEO Called the Iran War in 2024. He Named Two More.

In August 2024, eighteen months before the first Tomahawk hit Iran, Palantir CEO Alex Karp told the New York Times which wars America was going to fight.

He named three. The U.S., he said, would “very likely” find itself in a three-front w...

8 days ago
100
22

China Just Stopped Saving the World

Lau here. I’m on the road again, so I’ll keep this one short.

With half of Europe still on fire and mayhem in the streets, I’m heading north to Finland. As it happens, it’s one of the few corners of the continent where life still feels rea...

11 days ago
53
2

October Issue: The Oil Apocalypse Is Back On

October issue. The war keeps widening, China is buying again, oil is taking the long way around, and the world has fewer reserves to fall back on. Here’s how we profit from it.

Do you remember the oil shock that never materialized? The one...

14 days ago
77
8
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Authors

The writers behind this newsletter.

  • Lau Vegys

    Husband, father of three, allocator of capital, and sometime expat. Raised in the Soviet Union - which is probably why I don't trust governments with anything, especially your money. I used to edit Doug Casey's Crisis Investing.

  • Joel Bowman

    Free Markets, Free Minds, Free People - Covering the Greatest Political Experiment of Our Age from the End of the World. Writer, voluntaryist, husband, father, peripatetic, away schooler.

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