Be Water

Are Index Funds Communist? Part III

The Control Surface: Markets As Social Media Feed For Capital

Jul 10 • Be Water

19

8

5

June 2026

Are Index Funds Communist? Part II

The Greatest Story Never Told

Jun 25 • Be Water

27

5

Are Index Funds Communist?

Is Your Vanguard ETF Secretly A Soviet Agent?

Jun 5 • Be Water

25

5

May 2026

HyperMarkets™

Post-Modern Finance: "We're All Quants Now"

May 28 • Be Water

19

3

4

Value In The Age Of AI Technocracy

Back To The Future

May 14

32

3

5

April 2026

Value: Continuum Of Force

Part I: Graham's Cargo Cult Forgot His Brass Knuckles

Apr 28 • Be Water

16

5

2

The Vampire Economy's War On Capital

The Revolution Was: The Forgotten Man Part III

Apr 16 • Be Water

37

6

(Re-)Enter Multiflation

On Its One-Year Anniversary

Apr 7 • Be Water

21

2

Value, Money, & Macro

Graham's Code Won't Run on Modern Money OS

Apr 6 • Be Water

35

1

2

March 2026

Ben Graham Was Wrong

And He Would Have Been The First To Admit It

Mar 2 • Be Water

36

5

February 2026

The End Of Illusion: Financial Repression Unmasked

Smash The Kulaks! The Forgotten Man Part II

Feb 3 • Be Water

53

5

8

January 2026

The Forgotten Man

The 2008 Crisis Never Ended

Jan 13

192

27

36