Archive - The Dollar Endgame

The Yen’s Hail Mary

Washington and Tokyo just spent $91 billion defending a currency neither government can actually fix.

Aug 6 • Peruvian Bull

July 2026

The Family Fight

Kevin Warsh keeps telling reporters the Fed just had a family fight. The real fight what happens when a hawkish Fed collides with a Treasury that needs…

Jul 30 • Peruvian Bull

Endgame Podcast #029: GameStop & eBay Merger w/Bad Robot

Deep dive into $GME's push to acquire the marketplace giant eBay

Jul 27 • Peruvian Bull

2:07:43

Calling Up the Reserves

Japan just asked the world’s largest pension fund to defend a bond market it was never built to save.

Jul 21 • Peruvian Bull

Endgame Podcast #028: Victory Lap w/Stormy Waters

Stormy joins the show again to talk Japan, AI, entrepreneurship, and the problems of mass migration plaguing the West.

Jul 18 • Peruvian Bull

2:40:11

The Fourth Winter

Bitcoin’s bear markets keep getting shallower. But its bull markets keep getting smaller.

Jul 15 • Peruvian Bull

Panic of the Yen

Is Tokyo really about to blow up the global carry trade, or did a few hundred thousand traders just get played by an anonymous account with a flair for…

Jul 7 • Peruvian Bull

China’s property crisis has not stabilized. The developers were just the first domino.

Jul 1 • Peruvian Bull

June 2026

The Impossible Trinity

Kevin Warsh walked into the most powerful job in global finance promising three things at once. He can’t have all three.

Jun 25 • Peruvian Bull

The Hollow Truce

Oil gave back the entire war premium. And the yen spent the same week sliding toward a 40-year low. The story continues to worsen for the Japanese.

Jun 19 • Peruvian Bull

The war is over, oil is falling, and the S&P 500 just hit another all-time high. At some point you have to ask: what exactly is the market pricing?

Jun 16 • Peruvian Bull

TFTC: Something Big Just Broke In Japan with Peruvian Bull

Japan's energy problem is metastasizing into a financial crisis.

Jun 13 • Peruvian Bull

1:37:38

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