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| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 480 | Founded | 5 years ago | Last Issue | 3 days ago |
| Active | |||||
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jinlow.substack.comLatest Issues
Trump Didn't Buy Venezuela Oil. He Bought a Cash Flow.
Venezuela didn't sell its oil. It sold the option on converting oil into cash and the US just took the other side of that option.
On August 28, 2026, Trump announced on Truth Social that the US and Venezuela had struck “the biggest oil dea...
40 Minutes Reading Time -- Borr Drilling (NYSE/OSE: BORR) Deep Dive Investment Analysis
SPR at a 1982 low is real. The forward curve that actually sets drilling budgets hasn't moved — and that's the whole story.
I have initiated a small portion on Borr.
The Grain Rally Everyone's Calling a Supercycle. It Isn't Yet.
August's 15-18% moves in grain futures look like structural shortage, but the balance sheet says risk premium, not proof.
August’s agricultural price action would repaint any risk desk’s dashboard. CME December wheat, December corn, and No...
Bessent Isn't Fighting the Bond Market. He's Renting Time From It.
Term premium, not rate expectations, is driving long yields — and that's exactly the lever a trader-turned-Treasury-Secretary knows how to pull.
Between July and August 2026, Treasury Secretary Scott Bessent ran a series of coordinated mov...
Nominal Weak, Real Strong: What August's Auctions Actually Said
A tail on the 20-year the same day as a policy fix, and a record-strong 30-year TIPS the next day — the divergence is the story.
The Setup: A Global Bond Route
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I like research, trading, decoding the mechanisms of capital worlds, developing tools to enhance trading results, and sharing ideas on trading.
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