There will be crude: Exxon, Chevron aren't the ones drinking your oil and gas milkshakeBig Oil isn’t throttling the public on energy prices, but the Hormuz crisis sure is. Nov 02 26November 02, 2026Article at substack.com: The Unknown Ideal
The TXSE: If you build it, they will listState Street’s bet on the Texas Stock Exchange is the latest sign Wall Street’s heaviest hitters are taking Y’all Street seriously. Issuers are noticing, too. Oct 28 26October 28, 2026Article at substack.com: The Unknown Ideal
Higher for longer comes home: What sticky rates could mean for DFWThe powerhouse Dallas-Fort Worth metroplex economy gets a lot of its impetus from the real estate sector. Are higher rates a growing risk? Oct 23 26October 23, 2026Article at substack.com: The Unknown Ideal
There’s a lesson for Netflix in the Skydance-Warner mergerToo many services, too many shows, too much money. The streaming wars need fewer combatants. Oct 20 26October 20, 2026Article at substack.com: The Unknown Ideal
The meaning of CoreWeave: A market that’s finally paying more attention to bonds than stocksSigns of The Great Repricing are starting to emerge everywhere. Oct 15 26October 15, 2026Article at substack.com: The Unknown Ideal
Bonfire of the TreasuriesIn Greenwich, everyone agreed on the diagnosis. The cure is the part nobody wants to swallow. Oct 12 26October 12, 2026Article at substack.com: The Unknown Ideal
‘Y'all Street’ keeps momentum going as the Texas Stock Exchange poaches IBC in latest win“Volume is a number you can dismiss. A listings pipeline is a trend.” Oct 06 26October 06, 2026Article at substack.com: The Unknown Ideal
The link between Anthropic’s IPO and AI’s ‘unsustainable silliness’ is...sea monkeys!Anthropic’s leaked prospectus puts a $2 trillion price tag on AI’s biggest promise — and slaps a warning label on it at the same time. Oct 01 26October 01, 2026Article at substack.com: The Unknown Ideal
Oracle’s rain check in New Mexico may come due in other data center-heavy marketsThe force-majeure notice on Project Jupiter is what the AI buildout looks like when physics sends the bill — and Texas has already seen this movie. Sep 28 26September 28, 2026Article at substack.com: The Unknown Ideal
Treasury yields and ‘Wrath-of-God-type stuff’ buffet the economy, and reeling consumersThe bond market just sent America a bill that’s getting more expensive with each passing hour. Sep 24 26September 24, 2026Article at substack.com: The Unknown Ideal
Why Texas’ Greg Abbott took data centers off his playlistThe governor once saw a ‘gold rush’ emerging from Texas data centers. Election-year populism now threatens to dry it up. Sep 22 26September 22, 2026Article at substack.com: The Unknown Ideal
The Texas Stock Exchange makes its case for Cowboy Capitalism and Y’all StreetNo, the TXSE probably won’t topple New York’s entrenched lead in finance. But here’s why it doesn’t need to. Sep 18 26September 18, 2026Article at substack.com: The Unknown Ideal
Kevin Warsh: Stuck between Trump and a Bananarama economyA “cruel summer” of high prices is threatening to encroach on the fall and beyond. It also heightens the risk of a Fed policy mistake. Sep 15 26September 15, 2026Article at substack.com: The Unknown Ideal
Coxon’s Anthropic resignation blows the whistle on AI’s ‘Sea Monkey’ business problemWhat if hyperscalers spend trillions on a product the public is too scared to buy? Sep 12 26September 12, 2026Article at substack.com: The Unknown Ideal
Big Tech’s debt-fueled boom: How Silicon Valley learned to stop worrying and love (or at least like) AI hyperscaler bonds“Who the hell are the buyers of all this debt?” Sep 09 26September 09, 2026Article at substack.com: The Unknown Ideal
Welcome to the Unknown Ideal"They know the facts: the story has yet to be told." Sep 04 26September 04, 2026Article at substack.com: The Unknown Ideal