Chaos & Order by M Nadal
Marjorie NadalStrategic intelligence for capital allocators. Market structure shifts before they become consensus.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 124 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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chaosandorderinsight.substack.comLatest Issues
Sunday Briefing · 31 October: Leeway or Delay
Some bought time. Others bought trouble. The difference is what happens when the bill comes due.
I often find myself lamenting how black-and-white everyone has become, so set on extreme opinions, when life is mostly shades of grey. Most of...
Sunday Briefing · 25 October: Reprieved
Everyone bought time this week. Washington bent its sanctions, Berlin and London paid for gas on call, Moody’s spared France. Oil hit $117 anyway, and the bill is still on the table.
I’m writing this on Sunday afternoon. In weekend trading...
WEAPONS OF DEPENDENCY: Washington is buying the queue
Europe hasn’t joined it yet.
M Nadal & Co Strategic Advisory · October 2026
Sunday Briefing · 18 October: Waived, not solved
Washington waived its own sanctions law, oil rose $5 and bonds rallied through hot inflation. The bill is still on the table.
After the FT summit I drove across France for a family occasion. As a dual French and British citizen, I found th...
Inside the FT Metals & Mining Summit: who has the money, and who doesn't
Flush miners, starving small ones, and more Washington than I expected
FT Precious Metals Symposium and Metals & Mining Summit, London. Illustration, AI-generated. Not a photograph of the event.
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
25 years institutional trading: crude, energy, metals, ags, structured products. Ex-Global Head Metals & Softs Trading. Ex-Global Head Commodities Structured Products. Physical asset optimisation advisor, major energy house. Publisher, Chaos & Order
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