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The Marketplace at the End of History
Why Multinationals Are Discovering That Owning Nothing Means Losing Everything
Sep 28
•
Anatoly Kazimirov
The Barrel That Costs More to Move
And the Union That Can't Do Anything About It
Sep 22
•
Anatoly Kazimirov
1
Controlled chaos, has left the chat
Forties at $136, Saudi Arabia's backup plan also on fire, and a militia in flip-flops holding the Red Sea hostage — everything's fine, we're all fine.
Sep 15
•
Anatoly Kazimirov
1
Rolling Off a Curve
Every few months someone sends me a link to a podcast or a Telegram transcript promising to explain, finally, how the dollar system ends, and every few…
Sep 1
•
Anatoly Kazimirov
3
August 2026
The Last Ugly Rally
The Eurodollar Is Dying. The Dollar Isn't
Aug 24
•
Anatoly Kazimirov
The Fighter Jet With No Engine
Generals and Armorers
Aug 18
•
Anatoly Kazimirov
2
The Smelter and the Museum
To be green, or not to be.... at all
Aug 8
•
Anatoly Kazimirov
July 2026
Sweet Crude, Sour Problem
The refining-capacity constraint that broke the diesel crack weeks before Hormuz did
Jul 23
•
Anatoly Kazimirov
1
2
The Molecule Doesn't Care
Europe's energy independence is a correlated bet in a nice blue jacket — and Yamal is still writing in the volume column
Jul 17
•
Anatoly Kazimirov
1
The Road to Hell Is Paved With Oil
Why "record short crude" is a fairy tale, why the refiners are quietly loading the boat
Jul 6
•
Anatoly Kazimirov
June 2026
Drift Is a Promise. Volatility Is the Delivery.
On short horizons, the risk-free rate is noise.
Jun 26
•
Anatoly Kazimirov
Art of the kneel
Every civilisation gets the metaphor it deserves.
Jun 13
•
Anatoly Kazimirov
2
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