Writing & notes.

Australia exports coal, iron ore and LNG — yet holds just 30 days of diesel. A macro analysis of the geopolitical triggers, domestic supply chain vulnerabilities, and policy implications of the 2026 oil shock.

• Macro
• Energy
• Geopolitics
• Inflation
• Policy

David Bach's Latte Factor argues that cutting small daily habits could build serious wealth over time. But in a world of 35%-of-income rent and rising living costs, does the maths still hold — and does it matter?

• Personal Finance
• Behavioural Economics
• Investing
• Macro