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Macro Pilgrim's Ledger | May 24, 2026
Stock markets hit new highs as Kevin Warsh takes Fed helm while oil tumbles on Iran diplomacy breakthrough
May 24
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WarGames
Man vs Mythos
May 20
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The Thucydides Trap
Xi named the trap that makes great-power war likely at the opening of the Beijing summit. He has invoked it since at least 2013. That is not an…
May 18
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27:37
Macro Pilgrim's Ledger | May 17, 2026
Iran energy shock drives inflation surge as Kevin Warsh confirmed as Fed chair and Trump's Beijing summit yields limited results
May 17
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The Saver's Tax
Why your purchasing power is shrinking even when the rate goes up.
May 14
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Think, Laugh, Cry #44
How DARK's Bootstrap Paradox reveals that nothing begins where you think it does.
May 13
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Why Bonds Stopped Working
The 60/40 portfolio's foundational assumption broke down four years ago. Most investors haven't adjusted.
May 12
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Broken Skies
The Gulf isn’t just an energy hub. It’s the world’s wide-body maintenance hub... and the Hormuz closure created a hidden airworthiness crisis most…
May 11
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22:18
Macro Pilgrim's Ledger | May 10, 2026
Markets hit records despite Middle East flare-up as softer jobs data fuels rate-cut hopes and oil volatility grips geopolitical tensions
May 10
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Less Than Zero
How negative real interest rates are rewiring global finance and reshaping every investment decision you make.
May 6
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The Dollar's Hotel California
Why dollar swap lines are not a bailout, why the UAE is still asking for one, and what that tells you about de-dollarization.
May 4
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35:00
Macro Pilgrim's Ledger | May 3, 2026
Big Tech earnings drive S&P 500 to record highs as oil tops $105 amid Strait of Hormuz standoff and Fed hawkish signals
May 3
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