The archive
Articles
Considered, original analysis across the fields Nitikos follows. Fewer pieces, each thought through to the bottom.
Macroeconomics
You Can’t Sanction a Gold Bar
Every signal screamed buy gold, and instead gold fell. The reason isn't weakness. It's who quietly kept buying every dip ...
June 23, 2026 AI & TechThe Cap Table You Were Never On
Soon you'll pay $20 for what cost $2,000. It'll feel like a gift. The real AI fight isn't about jobs...
June 21, 2026 GeopoliticsThe War Behind the War
The 2026 Iran war wasn't decided in Tehran or Washington, but at its edges: Lebanon's hills and Yemen's waters...
June 20, 2026