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Tuesday, August 25, 2026

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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Monday, August 24, 2026

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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Sunday, August 23, 2026

Fauci Establishes Defense Fund, Low Salt May Be Harmful, Iran Invited to Join Mecca Defense Agreement?

Today's Digest covers an Iranian defense pact invitation, UK cyberattack, Trump IRGC bribe, Fauci fund, Netanyahu arrest warrant, arctic shipping lane, salt's impact on health, more Spain immigrant landings, and Flock camera abuse.

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Saturday, August 22, 2026

Nuclear Non-Proliferation, Lactating Steers, and the Data Gap – Is Iran the Leading Sponsor of Terrorism?

Today's Digest covers Iran's terrorism designation and sanctions, lactating cattle and fertility declines, a major hospital medication error, the right to record police, Google app rules, and Chinese AI election models.

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Mike and Chris’ Top Strategy for Facing Future Predicaments

This is the second part of my conversation with Mike Maloney that took place in Phoenix, Arizona, on August 15th, 2026.

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Friday, August 21, 2026

The Fat Pipe 08/21/26: The War Simmers, Diesel!, Black Sea Ports Closed, the Monster El Nino, and Grab Bag

I've scoured the news so you don't have to. Here are the items that most deserve your attention...

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Good News Friday: Lindell Funds Historic Ballot Recount, Gaetz Represents Royce White, US to Exit NATO?

Today's Digest covers Lindell's MN recount, Gaetz v WNBA, Trump immigration, Israel NDAA, Ukraine elections, NATO exit, Flock camera, French social media ban, Portland suit, Cherokee AI ban, Alberta referendum, and regenerative farming.

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Thursday, August 20, 2026

Creak! Pop! Diesel Soars, Treasury Interventions Fail to Last, and 2027 Could Be a Very Rough Year for Food

As fast as Bessent can stick his fingers into cracks in the markets, new cracks are appearing. How much longer can this all hang together? What should investors be looking at?

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Treasury to Double Long-Bond Buybacks, Moscow Imposes Fuel Rationing, Israel Unveils Execution Facility

Today's Digest covers US debt and buybacks, costly colleges, Russian fuel caps and ERCOT surge, Iran sanctions, Israeli airstrikes and execution facility, CA's Stop Nick Shirley Act, de-banking, and Clancy's overmedication.

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Wednesday, August 19, 2026

BONUS CONTENT: Chris Presenting Limits at Limitless

When big changes are coming, it's not just important to be ahead of the curve, it can make the difference between success and failure. Now is definitely one of those times...

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Fauci Advisor Pleads Guilty to Conspiracy, Japanese Life Insurers Face 30 Trillion Yen in Bond Losses

Today's Digest covers Morens' guilty plea, DSA candidate win, Jeffries SCOTUS plans, Japan bond losses, Russian bank run, US Iran strategy change, ICC sanctions, Chinese oil, Iraq pipeline, MMR vaccines, Ceuta assaults, Unitree IPO, and Spirit data.

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Tuesday, August 18, 2026

Diesel Crack Spread Passes $100 and Iran Issues Ultimatum as SPR May Only Have Until October

Today's Digest covers U.S. diesel prices and SPR lows, Germany's gas levels, China's five-year energy plan, Iran's ultimatum, socialism polls and WNBA controversy, family costs of living, and neuron-powered data centers.

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Monday, August 17, 2026

The Fat Pipe Monday 08/17/26: Limitless, Inflation Incoming!, Schrodinger’s Strait, Russia Warns

A LOT is happenign right now with diesel prices spiking and bond yields heading higher. Here's what I've managed to scout up this weekend.

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