Banning What Beats Us
John Polonis
July 28, 2026
The legal creativity behind a Chinese AI ban that never has to happen
Why Private Credit May Be the Next Financial Crisis
John Polonis
March 16, 2026
The structural problems private credit doesn't want you to see
What Will Determine Escalation in Iran
John Polonis
March 11, 2026
The macroeconomic and geopolitical factors that matter most for escalation in Iran
What You’re Missing About Iran
John Polonis
March 7, 2026
On dollar strength, Chinese energy costs, and the fertilizer story nobody is telling about Iran
Explosive Pentagon Contracts
John Polonis
March 3, 2026
Why the Challenger explosion should be a warning about artificial intelligence
The 3 Biggest Problems With Prediction Markets
John Polonis
February 15, 2026
Prediction markets have become the Wild West of modern finance.





