Category: USA

Crude Oil Macro Perspective: Why Wall Street’s Peace Optimism is Flawed

The Geopolitical Premium Wall Street is Ignoring The global oil market is currently trading on pure, unadulterated hope. Despite US

Every week, I dive deep into the plumbing of global energy markets to figure out where the macro economy is

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

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.

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

The charts are screaming, and for once, the noise is entirely justified.