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Essays

Atlas at Rockefeller Center holding the private credit world on his shoulders
Business Essays Law & Politics My Writing

Why Private Credit May Be the Next Financial Crisis

The structural problems private credit doesn’t want you to see

By John Polonis, 1 monthMarch 16, 2026 ago
Tehran, Iran cityscape
Business Essays Law & Politics My Writing

What Will Determine Escalation in Iran

The macroeconomic and geopolitical factors that matter most for escalation in Iran

By John Polonis, 1 monthMarch 11, 2026 ago
A fertilizer plant near Iran
Business Essays Law & Politics My Writing

What You’re Missing About Iran

On dollar strength, Chinese energy costs, and the fertilizer story nobody is telling about Iran

By John Polonis, 2 monthsMarch 7, 2026 ago
The Challenger space shuttle explosion
Artificial Intelligence Business Essays Law & Politics My Writing

Explosive Pentagon Contracts

Why the Challenger explosion should be a warning about artificial intelligence

By John Polonis, 2 monthsMarch 3, 2026 ago
Cardi B and others performing at Super Bowl 2026
Business Culture Essays Law & Politics My Writing

The 3 Biggest Problems With Prediction Markets

Prediction markets have become the Wild West of modern finance.

By John Polonis, 2 monthsFebruary 15, 2026 ago
Fireworks at Disney World
Culture Essays My Writing Philosophy

The Power of Storytelling

From Bad Bunny to Disney, storytelling may be the best skill of all.

By John Polonis, 2 monthsFebruary 10, 2026 ago
Private Credit Salespeople
Business Essays Law & Politics My Writing

Private Credit Cockroaches?

As capital migrates from banks to the shadows of private credit, regulatory blind spots and risks have widened

By John Polonis, 3 monthsJanuary 30, 2026 ago
Yen, as issued by the Bank of Japan
Essays Law & Politics My Writing

Why Japan Is Important For Your Money

“Reflation” is a code word by the Bank of Japan for fiscal failure with global implications

By John Polonis, 3 monthsJanuary 27, 2026 ago
Donald Trump and the 25th Amendment
Essays Law & Politics My Writing

Why Even Have the 25th Amendment If It’s Never Used?

Understanding the constitutional mechanism of the 25th amendment and what it means for markets

By John Polonis, 3 monthsJanuary 23, 2026 ago
Nvidia CEO Jensen Huang with British PM Keir Starmer
Artificial Intelligence Essays Law & Politics My Writing

I Own 190 Shares of Nvidia. Here’s My Honest Analysis.

Why Nvidia is not Cisco Systems circa 1999.

By John Polonis, 3 monthsJanuary 21, 2026 ago

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