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2026July

If This Doesn't Work, I'm Screwed

Posted July 10, 2026

I'm going to get glaucoma. Statistically, it’s almost guaranteed. Here’s my only hope.

The $9.1 Trillion Blackout

Posted July 09, 2026

Even Lloyd's of London—the house that insures the unthinkable—flinched at the number: $9.1 trillion.

Space Blues: The Fed's Forgotten Warning

Posted July 08, 2026

The prettier the sky, the harder everyone's looking the wrong way.

The AI Boom's Come-to-Jesus Moment

Posted July 07, 2026

The only question is whether you're watching the right screen when the tape and the story finally disagree.

The Grid Goes to Hell

Posted July 06, 2026

It would be the fastest major buildout of clean, round-the-clock power the country has ever seen. But will it work?

I’m Long America

Posted July 03, 2026

I'm long the kid in Midland… and the country he's building. I'm long America. Happy 250th, you magnificent country.

China DeepSeek'd the Chip Ban

Posted July 02, 2026

Bernstein analysts called it another "DeepSeek moment"... but don’t panic.

250 Years: The Worst Thing About America

Posted July 01, 2026

The worst thing about America, it turns out, is also its best thing.