Weekly Wire
Issue #7: Post-Iran Portfolio — Six Names for the New Energy Security Regime
Previous portfolio closed +26% in 13 months. Six new names across three tiers: war-discounted quality, Ras Laffan beneficiaries, war-resilient compounders.
Ben Climer
deep-dive
The 42 Million Pound Problem: Why Uranium's Math Crisis Is Just Beginning
The 42 Million Pound Problem: Why Uranium's Math Crisis Is Just Beginning Energy Macro Deep Dive — March 19, 2026 While uranium miners got hammered this week (URNM down 6.19%, URA down 6.26%), the math driving this market hasn't changed. In fact, it's
The Daily Wire — Tuesday, March 18, 2026
The US dropped bunker busters on Iran's coastline overnight. If that does not get your attention, check your pulse. Five-thousand-pound bombs — the kind designed to punch through concrete — hit Iranian missile sites along the Strait of Hormuz. The military said those sites housed anti-ship cruise missiles threatening commercial
The Daily Wire — Monday, March 17, 2026
Happy St. Patrick's Day. You are going to need the luck. We are now 17 days into a shooting war with Iran. The Strait of Hormuz — the bottleneck that carries 20% of the world's oil — is a mess. Tankers are rerouted or sitting idle. Oil spiked
deep-dive
The $2.4 Trillion Signal: What Utility Earnings Really Tell Us About America's Grid Transformation
While traders obsess over gold's march past $5,100 and silver's wild swings, the real money is quietly being made in the most boring corner of the market. Last week, Duke Energy reported capital expenditures up 47% year-over-year. NextEra's transmission investments jumped 89%. Southern
macro
Macro Intelligence Map - 2026-03-06
Strategic macro analysis: Where we are in the cycle, scenario probabilities, and actionable playbook.
deep-dive
When the Grid Goes Dark: What ERCOT's 47-Hour Meltdown Reveals About America's $4.5 Trillion Infrastructure Gamble
Energy Macro Deep Dive — March 5, 2026 Texas went dark for 47 hours in February 2021, and 246 people died. The economic damage hit $195 billion. Yet here we are, 5 years later, and ERCOT just issued another emergency alert last week as winter demand spiked 12% above forecasts. The
macro
Daily Macro Brief - 2026-03-04
Daily macro intelligence: Key themes, trade setups, and action items for tonight.
macro
Macro Intelligence Map - 2026-03-04
Strategic macro analysis: Where we are in the cycle, scenario probabilities, and actionable playbook.
Weekly Wire
Issue #6: Going to Cash — Iran Changes Everything
Special Bulletin: Iran launched military operations against Qatar. All positions closed. 100% cash. We re-enter when we can see clearly.
The Weekly Wire — Operation Epic Fury: What To Do With Your Portfolio Right Now
RED ALERT ISSUE THE TOLLBOOTH JUST BECAME LITERAL The United States and Israel launched coordinated military strikes on Iran this weekend. Supreme Leader Khamenei is dead. The Strait of Hormuz — through which 20% of the world's daily oil supply passes — has effectively shut down. Tankers are stacking up.
deep-dive
The Gold/Silver Ratio Just Hit 66 — Here's What Comes Next
Energy Macro Deep Dive — February 19, 2026 Silver just got obliterated. Down 15.77% in a single session while gold barely budged, pushing the gold/silver ratio to 66.27 — its highest level since the March 2020 panic. When silver crashes this hard against gold, it's not just