Wars, sanctions, trade, energy, alliances as tools of hegemony.
SpaceX filed confidentially with the SEC for an IPO. April 1, $1.75 trillion valuation, $75 billion offering, targeting June. If it goes through, this will be the largest IPO in history. Larger than Aramco, larger than Alibaba, larger than anything ever listed anywhere. The question is not how much, but why now and who benefits. … Read more
The American presidency in 2024 cost roughly $1.2 billion. Who paid, what they bought, and how the returns schedule works — sector by sector.
April 2024, Mar-a-Lago. At the table — a dozen oil CEOs. Trump tells them: raise a billion, I’ll pay you back with deregulation. Nobody gets up and leaves. Because this isn’t a provocation — it’s a commercial offer with specific terms. That dinner was reported by the Washington Post, confirmed by attendee quotes and FEC … Read more
Scenario. $107 a barrel, Hormuz blocked, Russia's Baltic export terminals in flames — and Texas oilmen who had dinner with Trump at Mar-a-Lago two years ago are posting margins they haven't seen since 2022. If you think that's coincidence, read on. If you think it's a coordinated plan, also read on. The truth sits somewhere … Read more
Eight days. That’s how long between the Supreme Court stripping the president’s tariff authority and the first missiles hitting Iran. On February 20, the Court ruled 6-3 that IEEPA doesn’t grant tariff powers. $160 billion in collected revenue, $1.4 trillion in projected revenue over the next decade—gone. On February 28, the bombs fell. A week … Read more