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Iran War: Sleepwalking into Starvation
According to Oxford Economics, an independent economic advisory firm, in late March the price of the two main fertilizer ingredients, ammonia and urea, spiked 20% and 50% respectively in response to disruptions in the Persian Gulf. Now that Iran has established a blockade and tolling system in the Strait of Hormuz in response to the United States […]
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May 12, 2026 / Tyler Durden
SpaceX, Google Eye Orbital Data Centers As Small-Town Resistance Grows
SpaceX, Google Eye Orbital Data Centers As Small-Town Resistance Grows
With roughly half of planned U.S. data center buildouts this year expected to be delayed or canceled amid mounting power constraints and local opposition, tech bros are increasingly looking beyond Earth and toward space for the next phase of compute expansion.
This dovetails with one of our most investable themes, "Data Centers In Space Are Coming: Here's How To Profit," in which we outlined how SpaceX, leveraging Starship's affordable launch costs and the Starlink network, could make it commercially viable...
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Jun 25, 2026 / Andrew P. Napolitano
War and Constitutional Indifference
Since its inception, the government of the United States has inexorably exceeded its powers under the Constitution. All three branches have been complicit in a consistent pattern of constitutional indifference. Congress has regulated in areas of governance nowhere articulated in the Constitution. Its general regulatory powers were granted to address interstate commerce, but during the […]
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May 28, 2026 / Tyler Durden
"Approaching Unheard Of Inventory Levels": Exxon, Chevron Issue Apocalyptic Warning About What Happens Next To Oil
"Approaching Unheard Of Inventory Levels": Exxon, Chevron Issue Apocalyptic Warning About What Happens Next To Oil
Just about two months ago, JPMorgan did the math on "How Long Before The World Hits Crude Oil Operational Minimum." The punchline was that while the market can hold hundreds of millions of barrels, it would still become fragile once working stocks fell too low. Like blood pressure in the human body, the issue is circulation.
Then, approximately 4 weeks later, the bank followed up this analysis with some more math, explaining "Why Hormuz Will...
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