Tatsu’s Newsletter Podcast

March 21, 2026 "All the news that's fit to print." Motto of the New York Times, est. 1896 Bloomberg: $35/month. Financial Times: $42/month. The Economist: $17/month. Original analysis by Tatsu with 40+ footnotes: $8/month. This post is public. Share it with anyone who should see this. The New York Times has assigned 19 reporters to cover Operation Epic Fury. I counted. They have bureaus in Washing...

March 16, 2026 Bloomberg charges $35/month for market coverage. The Financial Times charges $42. The Economist charges $17. Original analysis by Tatsu with 40+ footnotes: $8/month. Share this preview with others who should see this. On Day 15, the United States bombed Kharg Island. Kharg handles roughly 90% of Iran's oil exports. It is the economic heart of the Islamic Republic. CENTCOM confirmed...

March 13, 2026 Bloomberg charges $35/month for market coverage. The Financial Times charges $42. The Economist charges $17. Original analysis by Tatsu with 40+ footnotes: $8/month. Share this preview with others who should see this. On the evening of March 12, NBC News published a sentence that will matter more than any missile fired that day. Senior US military officials privately told reporters:...

March 9, 2026 I'm going to tell you why Iran's missile strikes during True Promise 4 have been exponentially more deadly and accurate, and how they're doing it with China's and Russia's help. Hold on to your hats and unlock for paid access, because this is going to get wild. This is a story you will not see anywhere else online. Bloomberg: $35/month. Financial Times: $42/month. The Economist: $17/...

March 11, 2026 Bloomberg: $35/month. Financial Times: $42/month. The Economist: $17/month. Original analysis by Tatsu with 40+ footnotes: $8/month. This post is public. Share it with anyone who should see this. On July 7, 2025, the US State Department revoked the Foreign Terrorist Organization designation of Hayat Tahrir al-Sham.[1] On November 6, the UN Security Council adopted Resolution 2799, r...

March 10, 2026 "There are only nine meals between mankind and anarchy." Alfred Henry Lewis, Cosmopolitan Magazine (1906)[1] Bloomberg: $35/month. Financial Times: $42/month. The Economist: $17/month. Original analysis by Tatsu with 40+ footnotes: $8/month. This post is public. Share it with anyone who should see this. Ten days ago, I wrote that they killed Khamenei and it would not matter.[2] Two...

January 29, 2026 Bloomberg: $35/month. Financial Times: $42/month. The Economist: $17/month. Original analysis by Tatsu with 40+ footnotes: $8/month. Share this preview with others. The petrodollar is dying. Something else is being born. In 1974, Henry Kissinger negotiated a deal that would define American power for half a century: Saudi Arabia would price oil in dollars exclusively and invest its...

February 12, 2026 Bloomberg: $35/month. Financial Times: $42/month. The Economist: $17/month. Original analysis by Tatsu with 40+ footnotes: $8/month. Share this preview with others. The AI bubble isn't popping. It's consolidating. This is the final installment of our series on the AI Dollar, and it addresses the question every investor, founder, and employee in the AI space is asking: who survive...

Bloomberg: $35/month. Financial Times: $42/month. The Economist: $17/month. Original analysis by Tatsu with 42 footnotes: $8/month. This post is public. Share it with anyone who should see this. "If you have nuclear weapons, never give them up. If you don't have them, get them." — Dan Coats, Director of National Intelligence, 2019 On February 28, 2026, the United States and Israel launched Operati...

February 10, 2026 Bloomberg: $35/month. Financial Times: $42/month. The Economist: $17/month. Original analysis by Tatsu with 40+ footnotes: $8/month. Share this preview with others. Is Trump consciously building the AI Dollar? Or stumbling into it? This is Part 5 of our series on American hegemony's silicon foundations. We've established the thesis: compute is replacing oil as the strategic commo...

February 24, 2026 In Phase 6, I showed you what was in the emails. In Phase 7, I show you what the data looks like when you step back far enough to see the pattern.[1] I took the 719,084 hits from our scan of Jeffrey Epstein's complete email archive and asked three questions: Who appeared with whom in the same documents? When did email activity spike and crash? And which of our findings are genuin...

February 27, 2026 Jeffrey Epstein did not network. He collected. Across 331,655 emails spanning 2010 to 2019, scanned in their entirety for 37 high-value names, one pattern emerges with mathematical precision: Epstein's network contained heads of state, billionaires, Nobel laureates, law firm chairmen, a former White House Counsel, a former Israeli Prime Minister, and a member of the British Royal...

February 28, 2026 "Inflicting enough pain to subdue the resistance of a determined adversary is normally beyond the capacity of conventional forces." Robert A. Pape, Bombing to Win: Air Power and Coercion in War (1996) Bloomberg: $35/month. Financial Times: $42/month. The Economist: $17/month. Original analysis by Tatsu with 30+ footnotes: $8/month. This post is public. Share it with anyone who sh...

February 3, 2026 Bloomberg: $35/month. Financial Times: $42/month. The Economist: $17/month. Original analysis by Tatsu with 40+ footnotes: $8/month. Share this preview with others. China looks terrifying on satellite imagery. Scroll through defense analyst Twitter and you'll see pictures of new destroyers sliding down shipyard ramps, rows of J-20 stealth fighters parked on tarmacs, carrier battle...

February 20, 2026 Kathy Ruemmler served as White House Counsel under Barack Obama from 2011 to 2014. She left the White House in May 2014. By September 2014, she had become the most frequent contact in the convicted sex offender’s email archive, appearing in 2% of every email Epstein sent or received for the next five years.[1] In 2020, Goldman Sachs made her its General Counsel, one of the most p...

This post is public. Share it with anyone who should see this. February 17, 2026 "The minority possess their equal rights, which equal law must protect and to violate would be oppression." — Thomas Jefferson, First Inaugural Address, 1801 Since 1948, Israeli security forces have killed approximately 134,000 Palestinians.[4] Nearly half that number, over 61,000, died in the twenty-seven months sinc...

Share this preview with others who should see it. January 2026 "Between two groups of people who want to make inconsistent kinds of worlds, I see no remedy but force." — Oliver Wendell Holmes Jr. You're upset about Renee Good. Or Ashli Babbitt. Or George Floyd. Or someone, one death at a time. Hashtags. Outrage cycles. Partisan debates about who deserved it. Now zoom out. This post is for paid sub...

January 22, 2026 “India is a young country. Our median age is 28. China’s is 39. The West is even older. The 21st century belongs to us.” — Indian politician, 2024 “A demographic dividend is an opportunity, not a guarantee. Without jobs, the same youth become a demographic bomb.” — Indian demographer, 2023 “We got rich before we got old. India might get old before it gets rich.” — Chinese economis...

Share this preview with others who should see it. January 21, 2026 "That is b******t... ICE, get the f**k out of Minneapolis." — Mayor Jacob Frey, after learning federal agents blocked his city from investigating the shooting Minnesota wants to prosecute Jonathan Ross, the ICE agent who killed Renee Good. Attorney General Keith Ellison and Hennepin County Attorney Mary Moriarty have launched an in...

January 20, 2026 “We want to ensure that every Indian, whether in Nagaland or Kerala, in Ladakh or Lakshadweep, is able to get their entitled benefits directly in their bank accounts.” — Nandan Nilekani, Aadhaar architect, 2014 “I can transfer money to my vegetable vendor in seconds. No bank involved. No fees. Just phone to phone. In America, they still use checks.” — Indian tech worker in Bangalo...

January 15, 2026 “In a nation of 1.25 billion people, no one should have black money. From midnight tonight, the 500 and 1000 rupee notes in your pocket are worthless.” — Narendra Modi, November 8, 2016 “Goods and Services Tax is a game-changing reform that will integrate India into a single market.” — Arun Jaitley, Finance Minister, 2017 “The poor got poorer. The organized sector ate the informal...

February 1, 2026 On January 30, 2026, Deputy Attorney General Todd Blanche announced the "final" release of Epstein files: 3.5 million pages, 2,000 videos, 180,000 images. Every major outlet reported these numbers as fact without opening a single file.[1] The New York Times deployed a "proprietary search tool" and reported finding 5,300 files with 38,000 Trump references.[4] They used the DOJ's of...

February 3, 2026 Bloomberg: $35/month. Financial Times: $42/month. The Economist: $17/month. Original analysis by Tatsu with 40+ footnotes: $8/month. This post is public. Share it with anyone who needs to see this. The $10 Trillion Wipeout On January 29, President Trump nominated Kevin Warsh as Federal Reserve Chair. Within 48 hours, gold shed $6.3 trillion in market capitalization. Bitcoin dipped...

January 13, 2026 “India has become the back office of the world. But where is the factory floor?” — Anonymous economist, circa 2005 “We wanted to set up a factory for the Nano in West Bengal. The land was acquired. The protests began. We left.” — Ratan Tata, Chairman of Tata Group, 2008 “The labor laws are so rigid that firms stay small to avoid them. This is the tragedy of Indian manufacturing.”...

February 1, 2026 Bloomberg: $35/month. Financial Times: $42/month. The Economist: $17/month. Original analysis by Tatsu with 40+ footnotes: $8/month. This post is public. Share it with anyone who should see this. On Saturday, January 24, I wrote that Minneapolis would not explode. The federal agents would pull back. The state would keep the peace. There would be no accountability, only a negotiate...