The fall line is the most direct path down a mountain.
I'm Roman Boschetto. I write here about companies, energy, markets and policy, and I try to take the direct line: what I think, why, and what would prove me wrong.
Writing
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Policy · 9 Oct 2026
Should New York abolish rent control?
In the 1980s my father paid the same rent for a one-window studio as a Goldman Sachs partner paid for a whole floor on Gramercy Park.
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Aerospace · 27 Sep 2026
Boeing
Right plane, wrong fare. The turnaround is real, but at $198 the stock is priced as if it were already finished.
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Energy · 3 Sep 2026
TotalEnergies
Super Bowls are won by defense. Why I would own an oil and gas major that pays me to wait while the rest of the market is expensive.
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