Slouching Towards Bedlam

Could bond yields double in the next year? Yes, here’s how: My thesis is that bond yields are reacting to oil prices.

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EU President Eyes Securitizing Bank Deposits as Iran/Russia Promote Sanction-Proof Development Bank

Today's Digest covers EU deposit plans, SCO geopolitics, US defense resignations, AI data centers, mail-in voting, YouTube probe, financial AI risks, Epstein files, Missouri age verification, and oil refinery projects.

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China Leads Robot Arms Race, US Attacks Larak Island, Trump Falsely Claims Venezuelan Oil Can Refill the SPR

Today's Digest covers Chinese humanoid robots' military potential, the AI race, LLM job myths, China-Taiwan vessels, Israel-Greece arms deal, US-China tariffs, fresh Iran attacks, Venezuelan oil, and UK immigration.

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Drug Shortages a U.S. Security Threat, Crude Tankers Hit $647K/Day – Is Dropping Flock ALPRs Enough?

Today's Digest covers U.S. drug shortages, DMSO, Flock and ALPR surveillance, Hormuz tanker costs, Central Asian power outages, a Ukraine depot strike, Ceuta migrant ambush, and UK crime data.

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Debt Passes $40T as ‘Outcast’ Sanctions Hit US Allies, Russia Warns UK, and FDA Approves More COVID Jabs

Today's Digest covers US debt and unemployment, US-Venezuela oil deal, Russia UK warning, strike on nuclear plant, Economic Outcast sanctions, COVID vaccine approval, measles dispute, Ceuta unrest, and church fires.

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Energy Crunches, Bond Pressure, and China’s Gold Vaults with Mike Farris, Dave Collum, and Mario Nawfal

Chris appears on Coffee and a Mike with Mike Farris and Dave Collum, then Mario Nawfal’s show, to discuss energy shortages, SPR drawdowns, bond vigilantes, and China’s gold-backed yuan strategy.

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The Fat Pipe Aug 28th 2026: Is The Straight Opened or Closed?, Will Russia Respond?, Crude Not Tracking Products, Measles, The Big Club, & Grab BAg

It's another huge week of news. I scour the news so you don't have to....

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The Bond Vigilantes Are Back! And Bessent’s Black Magic Is No Match

I'm back with another ripping podcast with Philip Pilkington which is not to be missed. Huge events are underway and Philip's deep experience and broad context are vital to making sense of the world.

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Bond Markets Test $40T US Credibility, Saudi Nuclear Deal Heads to Congress, Another Russian Refinery Hit

Today's Digest covers U.S. bonds, Saudi nuclear deal, Israel space arms, China cyber ops, Iran media targets, oil costs in India and Japan, Meta age verification, Amish NY exodus, Portugal face-covering ban, UK conversions to Islam.

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Special Scouting Report: This Is Serious

This was too urgent to wait. I believe things are about to get extra spicy in the financial markets. Here's why...

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CIA and Vatican Travel to Moscow, Trump’s Ratings Hit All-Time Low, US Education Declines 6 Decades

Today's Digest covers CIA and Vatican Moscow visits, Hormuz mines and Iran/China sanctions, Trump 33% approval, intersectionality grants, education proficiency drops, Maxwell conviction, AliExpress audio fingerprinting, and 2027 food crisis.

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The Oil Supply Shock Hiding in Plain Sight

Legendary resource investor and analyst Adam Rozencwajg says the oil investment thesis is now firmly rooted in both the near term due to the Iranian and Russian conflicts, but also the long terms due to massive underinvestment that will need to be remedied.

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LNG Prices Surge Ahead of Winter as Bessent Warns Iran Sanctions Could Blow Up Global Finance

Today's Digest covers Asian energy prices, European gas, Iran's gas find, Hormuz shipping costs, US power outages, airline cuts, Iran sanctions, Israel AI influence ops, digital control grid, drone units, and CDC theft plea.

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The Fat Pipe Aug 24th, 2026: It’s Iranian Sanction Day, The Continuing Oil Crisis, Bessent Scrambles, & Grab Bag

I scour the news so you don't have to. Here's what's important to know that's transpired since last Friday...

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VW to Cut 50k Jobs, No Proof of Illness Needed for Pandemic Alerts, Israel Expands Lebanon Demolitions

Today's Digest covers VW job cuts, tungsten shortages, WHO flu rules, polio theories, Israel strikes in Lebanon/Gaza, Iran sanctions, GOP races, Musk midterm spending, and Colorado River cuts.

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