A commodities trader focused on precious metals shares market analysis, cycle-based charts and trade logs, including trade entries and exits in gold. Readers get short, trader-facing notes on positions and reasoning, with excerpts that are brief and largely unfinished.
Website: https://sich.substack.com
Data-driven briefs built from shipment-level customs export records, showing who buys which commodities, from which exporters and at what price per kilo. Each issue explains its method and draws practical conclusions for exporters seeking buyers.
Doomberg publishes analysis of energy markets, finance and geopolitics, often challenging mainstream media and policy narratives. Readers get opinionated commentary on topics like sanctions, LNG and diesel flows, refining, and dollar hegemony, plus explainer-style pieces on how energy industries work.
Short signal briefs on global food markets covering regulation, crop supply and animal disease, each with a rated signal assessment and sourced evidence. Readers get careful distinctions between forecasts, proposals and enacted rules, plus practical implications for buyers and compliance teams.
A hedge fund macro writer shares views on the AI trade, CoreWeave, commodities and bond yields, and explains his framework for short selling. Readers get a practitioner's reasoning about market positioning, supply and demand cycles, and risk.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
