Mission Critical Systems

A collection of 7 posts

Jul 21, 2026

The Oil Market is a Conventional Wisdom Processor

The Oil Market is a Conventional Wisdom Processor

I had so many thoughts about the run up to- and beginning of- the Trump-Iran war. My biggest thoughts were focused on how the ideas that I developed about the stock market as a “conventional wisdom processor” applied- or would apply- to the behavior of the oil market given Trump’s behavior.

Mar 1, 2025

Musk In Your Computers: Paul Krugman Interviews Nathan Tankus

Musk In Your Computers: Paul Krugman Interviews Nathan Tankus

I don’t really know what to say. I’ll figure out what to say another time. Paul Krugman, who recently left the New York Times, interviewed me for his newsletter and the transcript of the conversation, as well as the video, are being posted in both of our newsletters.