The Merchant's News is a newsletter by Giacomo Prandelli covering oil, gas, LNG, metals, and geopolitics, with practical insights on sectors, trade flows, and commodity-linked stocks.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 221 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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themerchantsnews.substack.comLatest Issues
RUSSIA STILL SELLS THE OIL. NOW IT HAS TO BUY BACK THE FUEL.
“There is no instance of a country having benefited from prolonged warfare.
Sun Tzu, The Art Of War
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Merchants,
a country that pumps more than nine million barrels of oil a day just started importing gasoline.
Russia extr...
Every Stock In My Book Just Beat Its Q2 Expectations
6 of my positions reported second quarter results over the past week. Every one beat expectations, and today every one is green. Here's the scorecard, and what I'm doing next.
The Merchant's Book (08/26)
The first edition of a monthly ritual. On the first week day of every month I open my actual portfolio, every position and my real entry price and I show you exactly how it's doing.
Big Oil Just Printed A Record Q2, Is Trump About To Shut The Export Door?
Exxon, Chevron and the refiners just posted record profits and the president called it price gouging, right as he runs out of ways to get gasoline down.
3 Connections I'm Making On This War, 1 is Investable
My 3 reads on a widening war how it is outgrowing its map, why Iran has learned to bend oil, inflation and the Fed and the opportunity it is quietly creating.
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The Merchant's News is a newsletter by Giacomo Prandelli covering oil, gas, LNG, metals, and geopolitics, with practical insights on sectors, trade flows, and commodity-linked stocks.
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