Fall Line

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
  1. 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.

    Read more →
  2. 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.

    Read more →
  3. 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.

    Read more →