Market Outlook

Seven OPEC+ Countries Keep September's Number

Seven participating OPEC+ countries decided to maintain September 2026 required production for November 2026. The producer trade depends on deliveries.

Oct 4, 2026 · 7 min read

ECONOMY

Where the Stablecoin Dollar Goes

We overstated the Treasury bill trade behind stablecoins. The missing question is where each dollar came from and where the proceeds settle.

Sep 24, 2026 · 7 min read

MARKET OUTLOOK

The Crude Build Hides a Fuel Squeeze

Crude stocks rose as gasoline and distillate stocks fell. The EIA's refinery data show which oil stocks to watch before September 30.

Sep 24, 2026 · 7 min read

MARKET OUTLOOK

Who Owns America's Oil

The EIA's new ownership map reveals where listed energy stocks give you access, where private rivals dominate, and why the basin changes the bet.

Sep 23, 2026 · 7 min read

MARKET OUTLOOK

A Million Dollars a Day

Gulf-to-China tanker rates have topped $1 million a day. The cost of crossing Hormuz reveals what crude prices miss, and what investors in tanker stocks stand to gain or lose.

Sep 20, 2026 · 10 min read

EQUEDIA LETTER

The Perfect Alibi

Three secret AI societies, a $40 trillion debt, and a new set of money rails with a launch date. They are preparing for a crisis: are you?

Sep 20, 2026 · 21 min read

ECONOMY

The Last Time Wealth Peaked Like This

U.S. household wealth has reached $195.9 trillion, surpassing its 2022 peak relative to income. What could higher rates mean for stocks, bonds and your portfolio?

Sep 14, 2026 · 10 min read

MARKET OUTLOOK

Trump’s “Economic D-Day” on Iran: What Investors Should Watch

Trump’s threat of unprecedented economic warfare against Iran could hit oil flows, banks, shipping and inflation. The decisive issue for investors is enforcement—not rhetoric.

Aug 19, 2026 · 6 min read

GOLD

Gold Price Swings as Rates and Iran Tensions Collide

Gold reversed Monday’s gain as rising oil prices, Treasury yields and renewed U.S.-Iran tensions pulled the market in opposite directions.

Aug 18, 2026 · 2 min read

EQUEDIA LETTER

The Note That Exposed Everything

A yellow legal pad, a $500 billion circle, and why every road now leads to THIS.

Aug 16, 2026

EQUEDIA LETTER

What's Next for the Stock Market?

Learn what's next for the stock market as inflation influences stock valuations and top companies soar to record levels.

Nov 2, 2025

EQUEDIA LETTER

How to Turn $11 Billion into $1 Trillion

The Fed’s quiet gold revaluation loophole: how it can turn $11B into $1T without printing a single dollar.

Aug 24, 2025 · 8 minute read

COMMODITIES AND RESOURCE

A Sector Set to Outperform

How the Big Beautiful Bill will help this one unique sector outperform. And it's not what you think...

Jul 6, 2025 · 8 minute read

EQUEDIA LETTER

It's Not Coming. It's Already Here.

Artificial intelligence is taking over millions of jobs, but you have a choice: do this or get left behind.

Feb 22, 2025 · 11 minute read

EQUEDIA LETTER

A Massive Shift

Dive into the perspective of the Establishment and gain a deeper understanding of the forces behind Trump's rise to power. Then prepare for what's next.

Nov 17, 2024 · 16 minute read