Kontrarian Korner

Commodity Analyst and Geopolitical Strategist. I connect market movements with global events. Founder of The Merchant News, a source of insight for over 45,000 industry professionals.

Macro-driven resource stock investing from Doug Casey—identifying when geopolitical and monetary trends create big opportunities in stocks like precious metals and energy.

My personal Substack

Special situations, distressed securities, bankruptcy, litigation, and other quirky investments

To provide conversations with subject matter experts to help people make informed decisions

Partial to asset heavy industries, healthcare, and insurers. Trying to keep it simple, I think. Occasional ramblings.

A blog about the financial history of the Oil & Gas 🛢 industry told through charts 📈 that go back 💯+ years.

Perspectives from Earth's older, better-looking sister world

Macro & Event Driven Trader finding exploits within the markets & looking to share thoughts and opinions on Equities, Commodities, Bonds & FX

Meaning In History

Energy market research, Canadian REITs, Precious metal stocks.

Investor

Conflict analysis, geopolitical commentary, with a side of culture & politics.

Improve your investing returns by thinking differently.

Extractive Resource Investing... Coal, Metals and Mining; Oil & Gas; Energy and more!

What Chase is focused on this week - a snippet from PMR's Flagship Cascade Letter

The American Tribune Substack: Covering the Stories the Mainstream Media Won't

Contrarian Investment Research - Energy (Oil & Natural Gas)

The Eternal War

Offshore drilling, Deepwater E&P and fixed income markets

A subsidiary of HFI Research. Jon Costello is the author of all the reports.

Tasmanian, South America–based geologist and mining/resources investor. Passionate about internationalisation, tax optimisation, free thought, and travel. VP - Technical Communcations for Andina Copper.

Periodic thoughts on all things financial markets

My thoughts on global macro, micro, and everything in between

A wild man who found his was in to macro markets.

Full-time trader for 8yrs now. Currently, in uranium, oil, and coal. Sharing my research and thoughts about trades I'm in or considering.

Our current monetary system is dying.

Capital markets recap, commentary, and analysis for evolving traders

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.

It's not schadenfreude, it's déjà vu.