Macro Point Of View

The Strait of Hormuz: A Fragile Chokehold (Persian Gulf Aftermath: Peace, but at what cost? part I)

The war in the Gulf is at a turning point, but the markets are dangerously optimistic. While many hope for

The global commodity markets are flashing a massive red warning sign, and it’s hiding in plain sight within the sugar

The latest USDA report just dropped, and the numbers for wheat and corn are sent a shockwave through the pits.

As President Trump begins his summit in China, the world watches to see if Beijing can broker a “peace with

I’ve just released a deep dive on Substack into the converging crises hitting the energy and commodity sectors this week.

Over the past several weeks, I’ve been closely monitoring the global oil market, inventory depletion, LNG infrastructure risks, and the

If you feel like the global economy is holding its breath, you’re right.

I have just published a deep-dive analysis on Substack regarding the historic exit of the United Arab Emirates from OPEC

The race for the Arctic is no longer just a geopolitical theory; it is a massive deployment of capital. From

In my latest deep dive for the “Crude Oil Macro Perspective” series, I’m breaking down the massive disconnect currently paralyzing