The Mute button
by: Elliot EizikPublished on: 09/01/2026Stanley Druckenmiller says the Treasury is muting the bond market to hide a warning. Here is the fight over yields, debt, and buybacks, in plain English.
Lessons - Barbarians at the Gate: What the Greed Was Hiding
by: Elliot EizikPublished on: 08/01/2026Barbarians at the Gate, revisited: 11 lessons from the largest leveraged buyout in history, and why nobody in the RJR Nabisco fight was watching the business.
Summary - Barbarians at the Gate
by: Elliot EizikPublished on: 07/31/2026A cigarette company bought a cookie company, Wall Street spent $25 billion fighting over it, and almost nobody involved was thinking about the business. Here is what the greed was hiding, and why a book from 1989 still reads like it was written today
The Alchemy of Air: The Discovery That Feeds the World and Arms Its Wars
by: Elliot EizikPublished on: 07/01/2026Thomas Hager's The Alchemy of Air tells how two chemists pulled fertilizer from thin air and solved global starvation, then watched the same discovery arm the Nazi war machine. A reflection on transformational technology, human nature, and the questi
