Where finance and media intersect with reality.

In the Blind Spot: Why nobody expects the Spanish Empire (to be behind everything)

A Triggernometry conversation with historian Dominic Sandbrook about Empire triggers Dario to retrace his roots and argue that, contrary to popular belief, it was the Spanish that had the best empire in the world, not the British. Continuing the Spanish theme, Dario takes a closer look at the burgeoning fiefdom of Amancio Ortega, the reclusive […]

In the Blind Spot: Why Trump’s hidden energy ally might be Beijing

This is a guest contribution from anon.  For most of 2025, China looked like the world’s hungriest oil hoarder, socking away over 100 million barrels over the last five months — roughly 700,000 barrels a day of demand that kept crude markets tighter than they really were. It helped benchmark crudes like WTI and Brent […]

In the Blind Spot: Cartography journalism

  The Blind Spot is relaunching with a streamlined structure and renewed focus on its core mission of providing contrarian, politically aware financial journalism through what it calls “journalistic cartography.” Moving away from overextension, it will now prioritize big-picture analysis and frameworks to help readers navigate the shifting world order. Central to its outlook is […]

In the Blind Spot: AI’s trillion-dollar Snow Crash problem

  SNEAK PEEK   — Why the limits to AGI may lie in our own psychology. — Bessent’s “Sovereign Wealth Fund” represents a reverse lend-lease arrangement focused on manufacturing. — The master builders are coming for the central banks. Hello everyone, Izzy here. Welcome to the great Blind Spot transition. Having spent much of the summer […]

In the Blind Spot: The Lebanese canary in the Middle Eastern coal mine

  SNEAK PEEK — The Lebanese disarmament of Hezbollah has begun — The classified Durham Annex was released, displaying the seeds from which sprouted the American censorship-industrial complex. — The United Kingdom manipulated Slovakian elections, according to a report by Declassified UK.  Good morning, subscribers! Dario here. Let’s dig right in. Hope you enjoy! As usual, send tips […]

In the Blind Spot: St. Peter’s ‘skeleton key’ to global finance

  SNEAK PEEK — We take a closer look at the IBAN/Swift scandal threatening to take down the Vatican. — Why there’s more to the EU-U.S. trade deal than meets the eye.  — Introducing the latest twist in the Marsalek Wirecard affair: The curious case of the Men from U.N.C.L.E Greetings everyone, We appreciate it’s […]

In the Blind Spot: War and Peace

  SNEAK PEEK — Developments in Ukraine and Europe suggest the Russo-Ukraine war, despite abundant signals pointing to the conflict’s long-term continuation, may be on the verge of a pause.  — A very Trumpian plan to end the Caucasus conflict is all but confirmed, pending Armenian approval.  Good morning, subscribers!It was a pleasure to meet so many […]

A de-Russified Caucasus? It’s too early to tell

SNEAK PEEK — The Armenia-Azerbaijan conflict may get defanged, but the consequent rumors of a de-Russified Caucasus may be jumping the gun. Hello, subscribers! Dario here. As you may have noticed, our newsletter from last week was sent again this Friday by accident, for which we blame our newsletter management service MailChimp, which gives us no […]

In the Blind Spot: It’s not industrial policy, it’s rebalancing

  SNEAK PEEK   — Why the Big Beautiful Bill has more in common with Poland’s stabilization programs of the 1980s than Chinese industrial policy.  — CBDCs are so yesterday! And even China is turning to stablecoins.  — How Robinhood opened a can of worms regarding equity ownership. Happy Sunday! There’s a lot going on […]