Our current monetary system is dying.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 156 | Founded | 3 years ago | Last Issue | 10 days ago |
| Active | |||||
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Last Warning
On April 30, 2026, USDJPY printed 160.73, the highest level since the July 2024 intervention.
The Dollar Endgame is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
Jap...
The Bottleneck Trade Part II: One Pick Up 219%
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...
The Tollbooth
$1 per barrel.
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...
Central Casting
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...
The Lights Go Out
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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Authors
The writers behind this newsletter.
former fintech analyst at Carta, Inc. writing on finance & monetary economics. the Dollar Endgame approaches.
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