HEDGEBERG is an independent investment newsletter that cross-references market prices, credit markets and company filings to argue where the market's beliefs diverge from the evidence. Issues cover commodity stockpiles, distressed credit in AI infrastructure and energy supply shocks, with the author showing their arithmetic.
Website: https://www.thehedgeberg.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.
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.
A data-driven newsletter analysing US and Canadian midstream crude oil markets through charts and ship-tracking estimates, covering pipeline capacity, terminal developments and production trends. Readers get specific, numbers-backed reads on infrastructure bottlenecks and what they imply for flows and prices.
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