Kardamow
RikoIndependent, irreverent research on energy, macro, and geopolitics.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 25 | Subscribers | Read | kardamow.substack.com |
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Latest Issues
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and We’re Back
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Taking the Desk Dark Through January
The reason is straightforward: I’m underwater. Between a demanding day job, family commitments that aren’t negotiable, and the reality that writing quality analysis requires more than stolen hours at night, something has to give. I’d rather...
Crude Capitulation Watch
WTI at $57, Brent testing $60, and the S&P within 50 handles of all-time highs.
Where's my GOLD?
Gold’s overnight test of $4,392 was mechanical momentum into exhausted positioning. CTAs maxed, specs at 62.9% of open interest, weekly RSI at 82.7 (highest since July 2019). Street consensus universally bullish with $4,500-4,900 targets. T...
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where paper barrels meet reality and research earns its keep
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