Playback speed×Share postShare post at current timeShare from 0:000:00/AI maybe the airline industry of software: essential, expensive and brutally competitive 6-26-2026All things financial...Jun 26, 2026ShareDiscussion about this videoCommentsRestacksAll things financialSubscribeAuthorsAll things financial...Recent PostsWhen a ban force a choice between two products, there is no real supply - only triage 6-25-202622 hrs ago • All things financial...Borrowing against a marked valuation, that valuation should also be actionable - and taxable 6-23-2026Jun 23 • All things financial...When an industry can't find capital, the government is both investor/lender of last resort 6-22-2026Jun 22 • All things financial...Happy Father's Day! Cushing oil, Qatar LNG and AI jailbreaks. 6-21-2026Jun 21 • All things financial...The war is over, but it takes time for shortages & prices to return to peace. Oil & LNG constraints 6-19-26Jun 19 • All things financial...In silver, the futures market looks liquid, but the physical market asks, can the silver be delivered 6-18-26Jun 18 • All things financial...Policy is no longer made in abstraction; now decisions are made by location, logistics & resources 6-17-26Jun 17 • All things financial...
