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Marcus Grant
Marcus Grant

The Strategist. Rational toughness. Hard assets, cold facts.

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Deep Dive

▫️ America Has 133,940 Megawatts of Solar. It Runs a Quarter of the Time.

Sep 1, 2026

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4 min read

▫️ America Has 133,940 Megawatts of Solar. It Runs a Quarter of the Time.

The smaller nuclear fleet still put out roughly 89,600 average megawatts against 32,700 from solar.

Marcus Grant
Marcus Grant

The Postmortem

▪️ Continental Illinois Lost Thirty Percent of Its Funding in Ten Days.

Aug 31, 2026

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6 min read

▪️ Continental Illinois Lost Thirty Percent of Its Funding in Ten Days.

Its core deposits had fallen under twenty percent, and the money that replaced them could leave overnight.

Susan Price
Marcus Grant
Susan Price, +1

Weekly Review

▪️ The Fed Chairman Said It Out Loud at Jackson Hole on Friday.

Aug 30, 2026

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4 min read

▪️ The Fed Chairman Said It Out Loud at Jackson Hole on Friday.

His hundredth day in the job, and he chose to talk about prices rather than growth.

Susan Price
Marcus Grant
Susan Price, +1

Deep Dive

▫️ A Plain Steel Box Rebuilt World Trade and Emptied San Francisco's Docks.

Aug 29, 2026

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4 min read

▫️ A Plain Steel Box Rebuilt World Trade and Emptied San Francisco's Docks.

Thousands worked those docks. Then one crane operator could do the work of a whole gang.

Marcus Grant
Marcus Grant

Deep Dive

▫️ John Bogle Warned Three Firms Would Control the Whole Stock Market.

Aug 28, 2026

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4 min read

▫️ John Bogle Warned Three Firms Would Control the Whole Stock Market.

He put the figure at more than 30 percent, and called it against the national interest.

Marcus Grant
Marcus Grant

Deep Dive

▫️ Washington Is About to Make the Stock Market Almost Never Close.

Aug 27, 2026

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3 min read

▫️ Washington Is About to Make the Stock Market Almost Never Close.

NYSE Arca has already been cleared for longer hours and Nasdaq has a proposal out for comment.

Marcus Grant
Marcus Grant

Deep Dive

▫️ Berkeley Lab Counted the Power Projects Waiting to Reach the Grid.

Aug 26, 2026

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3 min read

▫️ Berkeley Lab Counted the Power Projects Waiting to Reach the Grid.

About 8,200 of them, and the median wait to switch on now runs past five years.

Marcus Grant
Marcus Grant

Deep Dive

▫️ The Census Bureau Says 2034. Almost Nobody Is Acting on It.

Aug 25, 2026

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4 min read

▫️ The Census Bureau Says 2034. Almost Nobody Is Acting on It.

That is the year Americans over 65 are projected to outnumber children under 18.

Marcus Grant
Marcus Grant

Weekly Review

▪️ The Treasury Made an Announcement Wednesday. Gold Noticed Immediately.

Aug 23, 2026

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3 min read

▪️ The Treasury Made an Announcement Wednesday. Gold Noticed Immediately.

Wednesday alone carried a 4.15 percent move, the largest single session of the summer so far.

Susan Price
Marcus Grant
Susan Price, +1

Deep Dive

▫️ The Senate Called Its Final Report "Crisis Averted." Others Called It Waste.

Aug 22, 2026

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4 min read

▫️ The Senate Called Its Final Report "Crisis Averted." Others Called It Waste.

Most documented domestic incidents turned out to be minor, localised and over within hours.

Marcus Grant
Marcus Grant

Deep Dive

▫️ The SEC Took Three Months to Work Out What Broke the Market.

Aug 21, 2026

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3 min read

▫️ The SEC Took Three Months to Work Out What Broke the Market.

At the low, nobody in the entire market would put up $25 million to buy it at a discount.

Marcus Grant
Marcus Grant

Deep Dive

▫️ Someone Can Legally Drill Your Land. You Get a Letter First.

Aug 20, 2026

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4 min read

▫️ Someone Can Legally Drill Your Land. You Get a Letter First.

A 1993 amendment requires notification before entry and gives the landowner no power to refuse.

Marcus Grant
Marcus Grant

Deep Dive

▫️ America's Nuclear Command Ran on Floppy Disks Until 2019. Ask Why.

Aug 19, 2026

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3 min read

▫️ America's Nuclear Command Ran on Floppy Disks Until 2019. Ask Why.

A 1970s IBM computer handled functions for missiles, bombers and tankers, and replacing it kept losing.

Marcus Grant
Marcus Grant

Deep Dive

▫️ Every Industry Gets Cheaper With Scale. Mining Does the Opposite.

Aug 18, 2026

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3 min read

▫️ Every Industry Gets Cheaper With Scale. Mining Does the Opposite.

Theodore Wright measured the same effect in aircraft in 1936, and it still describes new technologies.

Marcus Grant
Marcus Grant

Weekly Review

▪️ Eight Ships Crossed Hormuz in a Day. Before the War It Was 130.

Aug 16, 2026

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4 min read

▪️ Eight Ships Crossed Hormuz in a Day. Before the War It Was 130.

Americans spent $763.6 billion in July, and equities finished the week almost exactly where they started.

Susan Price
Marcus Grant
Susan Price, +1

Deep Dive

▫️ One Rocket Booster Has Flown Thirty-Five Times. Nobody Priced That In.

Aug 15, 2026

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4 min read

▫️ One Rocket Booster Has Flown Thirty-Five Times. Nobody Priced That In.

Divide the same hardware cost across thirty-five flights and every number downstream of it reprices.

Marcus Grant
Marcus Grant

Deep Dive

▫️ Nobody Warns You About the First Five Years After the Salary Stops.

Aug 14, 2026

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4 min read

▫️ Nobody Warns You About the First Five Years After the Salary Stops.

Selling into a fall in year two removes capital that would have compounded for the next twenty.

Marcus Grant
Marcus Grant

Deep Dive

▫️ A 1996 Commission Found 1.1 Points of Bias. Everything Changed.

Aug 13, 2026

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3 min read

▫️ A 1996 Commission Found 1.1 Points of Bias. Everything Changed.

The largest component is what homeowners estimate their own houses would rent for, not a payment.

Marcus Grant
Marcus Grant

Deep Dive

▫️ The Date Nobody Reads Is Where Control Changes Hands.

Aug 12, 2026

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3 min read

▫️ The Date Nobody Reads Is Where Control Changes Hands.

That debt financed the Napoleonic wars and the Irish Distress Loan before it was finally repaid.

Marcus Grant
Marcus Grant

Deep Dive

▫️ Data Centres Drank 17.4 Billion Gallons in One Year. Nobody Priced It.

Aug 11, 2026

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3 min read

▫️ Data Centres Drank 17.4 Billion Gallons in One Year. Nobody Priced It.

Projections put direct consumption between 38 and 73 billion gallons by 2028, concentrated in a few dry states.

Marcus Grant
Marcus Grant

Weekly Review

▪️ The Fed's Case for September Just Weakened. Gold Moved First.

Aug 9, 2026

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5 min read

▪️ The Fed's Case for September Just Weakened. Gold Moved First.

The labour force shrank by 264,000, which is the only reason the rate could fall at all.

Susan Price
Marcus Grant
Susan Price, +1

Deep Dive

▫️ America Had 8,000 Listed Companies. It Has Half That Now.

Aug 8, 2026

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4 min read

▫️ America Had 8,000 Listed Companies. It Has Half That Now.

Failures and takeovers cut the American listed universe roughly in half between 1996 and 2012.

Marcus Grant
Marcus Grant

Deep Dive

▫️ Foreign Governments Keep 6,331 Tons Under Manhattan. Under Whose Law?

Aug 7, 2026

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3 min read

▫️ Foreign Governments Keep 6,331 Tons Under Manhattan. Under Whose Law?

American exports to Iran went from $3.7 billion to $23 million in a single year.

Marcus Grant
Marcus Grant

Deep Dive

▫️ Washington Guaranteed $110 a Kilogram for Ten Years. Ask Why.

Aug 6, 2026

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3 min read

▫️ Washington Guaranteed $110 a Kilogram for Ten Years. Ask Why.

A contracted floor turns a cyclical miner into a borrower that banks will finance for a full decade.

Marcus Grant
Marcus Grant

Deep Dive

▫️ The Deposit Never Got Smaller. Your Share of It Did.

Aug 5, 2026

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3 min read

▫️ The Deposit Never Got Smaller. Your Share of It Did.

Every financing round issues new shares, and each one reduces the fraction of the asset you already hold.

Marcus Grant
Marcus Grant
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