Analysis
Macro, energy, geopolitics and the real economy — read closely, counted carefully.
Series5 parts
The Hormuz Shock- 1A Drone Near Brody, a Decision in Tehran: Hungary Hit From Two Sides
- 2Logistical Paralysis, the AdBlue Bomb and Industrial Cannibalism
- 3When the Gas Runs Out, So Does the Food
- 4Government Reactions, the Collapse of Ukraine's Front Line and the New World Order
- 5Situation Report: The Hormuz Shock Has Spread — Gold Sounds the Alarm, Food Prices Set to ExplodeNew
Latest instalment · 22 June 2026
Series6 parts
The Altar of Efficiency- 1The White-Collar Slaughterhouse and the Era of the "Machine Premium"
- 2The Blue-Collar Myth and the Age of Dark Warehouses
- 3The Gigawatt War and the Cantillon Effect
- 4The Purposeless Society and the Mirage of Basic Income
- 5The Flywheel of Chaos — and the Narrow Way Out
- 6Epilogue: The Machine That Learned to LieNew
Latest instalment · 10 June 2026
The Milei Reset: Argentina Two Years On
Every available metric on the economic transformation — the stabilisation, the costs, and the open questions
27 May 2026