Loading brief…
Featured ★ last 7 days
Interviews watch list
Podcasts Podcast Addict follows
Front line AMK Mapping · best guess
@AMK_Mapping_YTD total return
Holdings by asset class · weights · day %
| Class | Weight % | Day % |
|---|
About
Ozark Wire is a high-signal briefing desk for people who track Bitcoin and hard assets, gold, copper, and metals, energy and refined products, global liquidity (Howell / Bhatia — levels and second derivatives), Austrian / sound money, geopolitics (Ukraine, Europe, Middle East), and intel / deep-state adjacent reporting — not entertainment.
The beat is simple: more context, less noise. Numbered items. Category chips. Tight bullets. Prices on the masthead (BTC with chain height/fee, gold with Shanghai prem/disc under it, copper, CME live cattle LE, WTI/Brent, 10Y, MUEL when quoted). Odds and talks on the rails. The map is part of the story.
Extra watchlines baked into the desk (not separate nav): Shanghai gold premium / discount under GOLD (SGE/SHAU vs COMEX — China physical demand / arb), live cattle futures (CME LE), EU politics / elections (France, UK timing, NL when markets reopen), diesel / refined cracks and Hormuz risk premium (Brent–WTI), Treasury / 10Y, and liquidity second derivatives — not just the stock of liquidity.
Editions
- Daily — weekday morning scan; odds strip + fresh talks above the brief.
- Weekly — the week distilled: flows, levels, and the few threads that compound.
- Forward — longer horizon: scenarios, chokepoints, and structural setups.
- Talks — long-form interviews (Alden, Gromen, Doomberg, Yarvin, Collum) + desk podcasts.
- Podcast Subs — public list of shows he follows (Podcast Addict). Names + links only.
- YouTube Subs — public list of channels he watches. Names + links only.
- Reads — curated books from Audible. Titles + authors only; public desk.
- Ukraine — war desk (Horton Provoked / The Duran realist lens): pulsing AMK front-line map + TASS / TF Rodovka / Duran / Diesen / Sonar21 / Antiwar–Horton circle; WSJ/FT major headlines only.
- Odds — Polymarket board: Brazil, French/EU politics, Hormuz/energy risk, FOMC; NL when live.
- Model Portfolio — public holdings desk: symbol, sector, weight %, last price, day %; YTD % chart vs SPX. No dollar totals.
Categories
BTC · GOLD · COPPER · MACRO · 10Y · GEO · EU · ENERGY · DIESEL · LIQUIDITY · INTEL · TECH
Optional chips when the brief needs them — nav stays Daily / Weekly / Forward / Talks / Podcast Subs / YouTube Subs / Reads / Odds / Ukraine / Model Portfolio / About.