NutStuff
NutStuff, JacobProfessional market insight & stock ideas
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 95 | Founded | 2 years ago | Last Issue | 11 days ago |
| Active | |||||
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commonsensestocks01.substack.comLatest Issues
Why Lost Pipeline Oil Is Quietly Making Tanker Stocks More Valuable
Lost barrels don't vanish. They just travel further by sea and someone owns the ship.
Disrupted pipelines and lost barrels do not necessarily destroy demand. They simply move it, usually further, and increasingly by sea. That single senten...
Why Anthropic, OpenAI and Elon Musk all want AI development slowed down
Anthropic warns about recursive self-improvement. Dario Amodei wants a coordinated slowdown. Sam Altman and Elon Musk broadly agree. Perhaps they genuinely know something the rest of us do not, and that possibility should not be dismissed....
Why AI Will Make Copper, Uranium and Concrete More Valuable, Not Less
I’m sailing on a friend’s boat in the Maxi Worlds off Porto Cervo in Sardinia this week. These 72-foot boats are extraordinary, and as I write this we’re lying first. Anything I say about markets today will probably sound considerably more...
Why Denmark's North Sea CO2 Plan Beats Britain's £22bn Scheme
Same rig, same rock, a fraction of the price and none of the paperwork.
Britain has committed £22 billion to carbon capture and storage. Denmark just built a working CO2 storage business out of an old oil rig, for a fraction of that number...
Why utility, not scarcity, is now the real digital asset trade
Bitcoin’s fixed supply gets all the headlines, and fair enough: 21 million coins against governments that print without limit is a genuinely simple thesis. But the more interesting move in digital assets this week didn’t come from Bitcoin....
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The writers behind this newsletter.
Fake news is everywhere—but for investors, only one thing matters: So what? I keep it simple: question, think, laugh, and profit. No fluff, no ads—just sharp insights, stock ideas, and real takeaways. Cut through the noise. Stay ahead!
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