The Cathedral of Lies
Conspiracy Theories and Other Comfort Blankets
The End of America, Again
The Self-Destruction of Idiocy
The Empire of Excess
The Ponzi Empire
The Luxury of Victimhood
The Industry That Was Supposed to Collapse
The Day I Stopped Believing in Politics
The Distortion Field of Fame
The Age of the Educated Idiot
The Difference Between Having Resources and Having Usable Resources
People struggle with the concept of a stranded resource because they confuse existing with being economically available. Those are two…
From VisiCalc to AI: The Old Problem Never Went Away
Ah, models. Artificial Intelligence is not the first generation of models I’ve worked with. Far from it. I still remember…
The Fatal Flaw of Narrative Economies
That is the fundamental problem with ecosystems built on narratives rather than markets. The moment an economic system derives its…
Twenty Years of Being Told LNG Would Never Matter
Ever since I entered the LNG industry in 2005, I heard the same sentence repeated with almost religious certainty. “LNG…
The Easy Peace Is Over
When the first Abraham Accords were signed, I allowed myself a rare moment of cautious optimism. I have spent a…
The Great Economic Repricing
Oh, you think all of this is merely the consequence of the remarkable collection of crises the world happens to…
The AI Bubble Will Burst. AI Won’t.
It is a bubble. A rather classic one, in fact. And like every bubble before it, it will eventually burst….
