
Our current monetary system is dying.
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 156 | Founded | 3 years ago | Last Issue | 10 days ago |
| Active | |||||

On April 30, 2026, USDJPY printed 160.73, the highest level since the July 2024 intervention.
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Two months ago I picked four stocks as AI bottleneck plays. The portfolio did better than I expected.
Two months ago I laid out a framework for bottleneck investing. The core insight was simple: markets price downstream winners years in ad...
That’s the fee Iran is charging for every barrel of crude oil that passes through the Strait of Hormuz, the 21 mile wide gap between Iran and Oman through which roughly 20 million barrels per day of crude oil and...
On January 30th, President Trump announced his nominee for the most powerful unelected position in global finance. The pick: Kevin Warsh, a 55 year old former Fed Governor, Morgan Stanley dealmaker, and longtime partner at Stanley Dr...
On February 25th, 2026, the International Monetary Fund’s executive board approved the disbursement of $2.3 billion to Egypt, praising Cairo’s “broad-based economic recovery” and noting that inflation had fallen to 11.9% in January. GDP gro...
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The writers behind this newsletter.
former fintech analyst at Carta, Inc. writing on finance & monetary economics. the Dollar Endgame approaches.
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