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Out of Oil
and back to monitoring the situation
10 hrs ago
•
Alexander Campbell
46
4
How to Short a Bubble
Wedge. Victim. Confirmation.
May 12
•
Alexander Campbell
139
3
12
The Dragon and the Tigers
Why the next move is in the currency, not the equity
May 11
•
Alexander Campbell
73
1
7
Priced for Peace
Or: What Happens When Every Vol Surface Lies at Once
May 8
•
Alexander Campbell
46
1
A Trade as Sweet as Ethanol
The Brazilian Mills Have Voted
May 4
•
Alexander Campbell
59
9
1
April 2026
A New Oil Era
The Cartel Cracks
Apr 29
•
Alexander Campbell
91
2
5
Long Convexity, Long Chaos
Ramble Portfolio Review - April 2026
Apr 27
•
Alexander Campbell
65
6
Whatever Happened to Alpha Redux
Part 4: The Allocation Problem
Apr 21
•
Alexander Campbell
58
7
1
The Cascade: What Oil Feeds
The rimland handles energy. It does not handle what energy feeds.
Apr 14
•
Alexander Campbell
73
5
4
The Return of Rimland
Control the seas, control the money, don't get trapped in the heartland
Apr 12
•
Alexander Campbell
110
3
5
The "Rational" Conclusion
The AI doomers produce their first Molotov cocktail
Apr 11
•
Alexander Campbell
64
1
3
The Fragile Peace
Judgement Day Delayed
Apr 9
•
Alexander Campbell
77
11
1
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