Independent research on commodity cycles and value-based investing in cyclical stocks, with episodes on oil market dynamics, such as the shift of margins from crude into diesel refining, and tanker tracking through AIS data. Readers get data-backed analysis of supply flows and company fundamentals, plus warnings about impersonation fraud.
Website: https://www.thecommoditycompass.com
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.
Daily market reports on cocoa, arabica and robusta coffee, and sugar futures, covering settlements, spreads, volumes, open interest and exchange stocks. Readers get data-driven interpretation of near-term price structure with explicit caveats about what the data can and cannot show.
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.
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