Oil at $100? Fine. Just…Fine.

Twenty percent of the world’s energy goes through the Strait of Hormuz. Twenty percent! That’s a lot of tankers, a lot of potential problems, and a lot of people making decisions I wouldn’t trust to pick out a decent bagel. If that closes, Asia’s going to be scrambling, and Europe…Europe is going to be really scrambling. They’ll start bidding up prices, and then suddenly everyone’s paying more. It’s basic economics. It’s infuriating that this is even a discussion. And Norway? Norway is just sitting there, smugly pumping out natural gas. Equinor, specifically. They’re the biggest supplier to Europe. It’s not that I like Norway, it’s just…they’re positioned well. Thanks, Russia. You’ve created a whole new set of problems. And now I have to analyze energy stocks. It’s a cascade of annoyance, I tell you.

Quantum Hysteria: Betting on the Unseen

They call it the next revolution. Quantum computing. Like AI, but… weirder. Bits and bytes? Child’s play. This is about qubits. Tiny, ephemeral things that exist in multiple states at once. It’s enough to make your head spin. The idea is speed. Raw, unadulterated processing power that will render today’s supercomputers obsolete. A beautiful, terrifying thought. Rigetti, these guys are building the hardware. They’ve got a 108-qubit system coming online, supposedly. 99% accuracy on two-qubit gates. Sounds impressive, right? But what does it mean? It means they’re chasing a ghost. Trying to harness the fundamental laws of the universe for profit. The ultimate hustle. The goal? Ubiquity. Quantum computers in every home, every office, every goddamn pocket. A pipedream, maybe. But they’re spending millions to make it happen.

A Director’s Sale: Signals from Texas Capital

Texas Capital Bancshares

Note: Transaction value is based on the SEC Form 4 reported price ($91.50). Post-transaction value is calculated using the market close price on March 11, 2026 ($90.92). These figures, while precise, tell us little about the underlying health of the institution.

Privia CFO’s Tax Bill: A Cautionary Tale

The math, according to the SEC filing, is based on a weighted average purchase price of $21.71. So, he didn’t exactly get robbed, but it wasn’t a fire sale either. And yes, that $4.92 million is still a perfectly respectable pile of money, even after a tax hit. It’s enough to make you question your life choices, honestly.

Resolv Labs’ $23M Stablecoin Scandal: A Tale of Depegging and Deceit

The incident struck the Resolv DeFi platform, which offers yield strategies tied to delta-neutral positions on bitcoin and ethereum, with its USR stablecoin marketed as a dollar-pegged asset backed by liquid collateral. Before the breach, the protocol’s total value locked exceeded $500 million, supported by audits, a bug bounty program, and custody integrations.

Energy Dividends: Three Plays for ’26

I’ve been tracking payouts for a long time. Seen empires built on them, and just as many crumble. Here are three names that have held steady, even when the world felt like it was spinning off its axis. They’re not glamorous, but they pay. And in this business, that’s all that matters.

Bitcoin: Still Worth the Drama?

The question, of course, is: is it too late? Have I missed the boat? Is this the point where sensible people sell and I’m left holding the digital equivalent of a very expensive, slightly tarnished paperweight? Some people are already saying yes. That it’s all over. They’re probably very calm, well-adjusted people. I envy them. I really do.

A Spot of Crypto, Darling?

Of course, one must remember the cyclical nature of these fads. Four years of breathless optimism, followed by a period of rather grim reckoning. It’s all terribly predictable, really. But with that caveat firmly in place, let’s discuss a few digital baubles that might, just might, prove diverting.

Realty Income: A Measured Observation

The question is not whether Realty Income will flourish in a low-interest paradise—such paradises are fleeting and illusory—but whether it can maintain a stable existence in the prevailing climate. A closer examination suggests it may, though not for the reasons commonly asserted.