War Notes

War Notes

The Real Doom🚨

The AI freakout may be more manufactured than you think.

Leland Vittert's avatar
Amanda Kinderman's avatar
Leland Vittert and Amanda Kinderman
Sep 15, 2026
∙ Paid

You heard it here first‼️: The real Armageddon(s) we should worry about are the bond markets and the coming fuel shortage that will fuel, pun intended, inflation that will, in turn, hurt the bond markets.

  • As Treasury Secretary Scott Bessent recently said, bond markets have “taken down more governments than howitzers.”

  • What I am thinking💭: I hope I am wro…

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