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A Trade as Sweet as Ethanol
The Brazilian Mills Have Voted
May 4
•
Alexander Campbell
54
3
1
April 2026
A New Oil Era
The Cartel Cracks
Apr 29
•
Alexander Campbell
89
2
5
Long Convexity, Long Chaos
Ramble Portfolio Review - April 2026
Apr 27
•
Alexander Campbell
62
6
Whatever Happened to Alpha Redux
Part 4: The Allocation Problem
Apr 21
•
Alexander Campbell
56
7
1
The Cascade: What Oil Feeds
The rimland handles energy. It does not handle what energy feeds.
Apr 14
•
Alexander Campbell
70
5
4
The Return of Rimland
Control the seas, control the money, don't get trapped in the heartland
Apr 12
•
Alexander Campbell
108
3
5
The "Rational" Conclusion
The AI doomers produce their first Molotov cocktail
Apr 11
•
Alexander Campbell
63
1
3
The Fragile Peace
Judgement Day Delayed
Apr 9
•
Alexander Campbell
76
11
1
Waking the Hegemon
From Quiet Hegemon to Reluctant Arkhe
Apr 4
•
Alexander Campbell
193
7
16
March 2026
The Cascade Trade
You do not need to know whether Trump chooses war or peace. You need to know what the market has priced and what it hasn't.
Mar 31
•
Alexander Campbell
122
12
8
THE CASCADE
Why This Crisis Isn't an Oil Story
Mar 29
•
Alexander Campbell
262
9
29
Systems 102: The Pursuit of Alpha
Part 2 of the Systems series.
Mar 26
•
Alexander Campbell
83
4
5
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