THE DAILY H.E.A.T.

The Peace Dividend, Reversed

Is Europe looking to start WWIII?

Why I put bitcoin and gold in the same trade

Why I built an ETF that doubles down on two debasement hedges at once.

The Password Worked. That Was the Problem.

Google's AI incident puts access controls in the spotlight. The opportunity is collecting revenue from the fix — not merely owning a frightening headline.

$40,000,000,000,000 in debt (and climbing)

US debt just crossed a line — here’s what we’re doing about it.

The Clock Reset. The Hurdle Didn’t.

A company can grow its profits while its stock loses money. Last week’s bond market explained why — without giving a sell signal.

You might never look at insurance companies the same...