Kardamow
Riko KardamowIndependent, irreverent research on energy, macro, and geopolitics.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 100 | Founded | 2 years ago | Last Issue | 9 days ago |
| Active | |||||
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kardamow.substack.comLatest Issues
Where Did the Deficit Go?
The Weekly Petroleum Status Report posted at half past ten on Wednesday morning, 5 August, into a market that has spent a fortnight trading last week’s ceasefire against last week’s salvo — the flat price whipsawing between the mid-eighties...
A Reclassification Is Not a Bubble
Deutsche Bank's frames disagree by two thousand dollars an ounce because two of them price the book gold has left — and an explosiveness test cannot see a transfer between books.
Deutsche Bank’s precious metals desk published a special rep...
Who Reinsures the Ministry?
The bond market does — forty-seven per cent of EM sovereign credit carries El Niño exposure on which no premium was ever collected, and the claims report late.
In April 2024, in the middle of the worst drought Ecuador had recorded in sixty...
Which Gauges Read the Rock?
Not all eleven: half the Fed's new AI log is wired to the steering assembly, and the one curve no belief can steer still reads flat.
There is a moment on every drill floor when the geology stops being a theory — not when the seismic comes...
The Short Position on the Quay
More than a million Chinese electric cars have left port without registering as a sale anywhere — a warehoused short on gasoline demand, waiting for its clearing price.
Look at the cover of the IEA's July update and you are looking at the...
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Authors
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research on energy, macroeconomics, and geopolitics.
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