Reading list
The books behind how we read markets, energy, and power.
Curated hard, no filler, no padding. We only list books we have actually read and rate.
The 5,000-year history of interest rates, and why cheap money distorts everything.
The four central bankers who broke the world in the 1930s. Required reading on policy error.
Weimar hyperinflation, told day by day. The clearest warning ever written about printing.
The definitive history of oil and the power it buys. Pulitzer winner, still unmatched.
The numbers behind energy, food, and materials. The antidote to magical thinking.
Energy, climate, and the clash of nations, mapped onto today's geopolitics.
How empires and reserve currencies rise and fall, on a 250-year cycle.
The secretive commodity traders who move the planet's oil, metal, and grain.
Why mountains, rivers, and coastlines still decide what nations can and cannot do.