The Merchant's News is a newsletter by Giacomo Prandelli covering oil, gas, LNG, metals, and geopolitics, with practical insights on sectors, trade flows, and commodity-linked stocks.
Tasmanian geologist. Left Australia and built a life in South America. I write about junior mining opportunities from inside the industry, and how to stay sovereign in a world full of government overreach.
Oil futures trading for the past 20 years. Background in prop trading, Oil & Gas drilling software and tech investment management.
Each week I look at the macro, price action, average pricing and give in-depth commitment of trader's analysis.
I write about non-traditional investing and speculating. Looking to provide asymmetry means I am trying to turn $1 into $10 by finding situations moving from terrible to less bad.
If you're looking for under the radar opportunities (including stuff outside of commodities), you should check out AIA.
Doug Casey wrote the book on Crisis Investing. His Substack with Matt Smith focuses on the opportunities created by monetary disorder, geopolitical shocks, gold, energy, and resource stocks. If you want to thrive in crisis, subscribe today.
