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- Indexed issues, last 90 days
- 14
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 10, 2026
Latest issues
Russia is Losing its War (opens the original)
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Russia isn’t losing merely because Ukrainian soldiers are braver and more motivatedRussia is losing because its army is failing on five things that never make the headlines.Here they are.1. SupplyAn army without beans, bullets, and bandages is just a crowd with guns. That’s why operational warfare often revolves around encirclement: cut their supply lines, and the enemy folds without a fair fight. The fancy word is logistics. The simple truth is that logistics eats tactics for breakfast.<a class
I tried to warn you (opens the original)
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I tried to warn you. I really did. But I clearly failed. Again.Remember when I suggested you get the Asus Ascent GX10 with 128 gigs unified memory .... at just $4k? So you can do secure confidential local AI? To make Alan Turing beam with pride?But they hiked the price up to $6k. But, backup plan! Remember a couple days ago when I suggested you get the Beelink with 96 gigs DRAM at just $1949? You can connect it to a (much faster) gpu when you want an upgrade path!Apparently that still wasn’t goo
Ukraine’s 1000 Drone Raid & Economic Warfare (opens the original)
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I hear Moscow had a bad day yesterday. 1000 Ukrainian droneshit. <img alt="" class="sizing-normal" height="1237" src="https://substackcdn.com/image/fetch/$s_!-_tF!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Feb4e48e1-44d7-4c7d-9539-8eb221cb1a03_1165x1237.jpeg" title="" width="116
Cuba’s in the Gunsights (opens the original)
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Earlier I explained why Washington doesn’t need to invade Iran: it can just let the regime choke on its own dust. Time is not on Tehran’s side.<img alt="" class="sizing-normal" height="1152" src="https://substackcdn.com/image/fetch/$s_!jWeg!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F441680c0-7484-4798-b7b4-4e6bfde5d391_768x1152.jpeg" w
Chinese Gold in the vault, not dollars in D.C.: That single choice raises your mortgage rate and Washington’s interest bill. (opens the original)
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The People’s Bank of China is methodically drawing down its direct U.S. Treasury holdings to multi-decade lows. PBOC is also executing sustained physical gold accumulation. This strategic reserve realignment directly collides with expanding U.S. sovereign debt issuance. Result? Fundamental change in the global capital markets. It transitions the marginal buyer of U.S. debt from price-insensitive foreign central banks to return-seeking private domestic capital. That elevates baseline term premium
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