PSI Capital's Substack
PSI CapitalWe write about oil, geopolitics, commodities, metals, inflation, rates and hard assets — but our focus is not the headline alone. Our work asks a different question: What is the market pricing, and what is the real system actually able to deliver?
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 33 | Founded | 5 months ago | Last Issue | 3 days ago |
| Active | |||||
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psicapital.substack.comLatest Issues
$10,000 Gold Is Our Base Case. $15,000 Is a Possibility.
Things to know
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A key part of the $10,000 mechanism already showed up in August. Gold rose 13.3% to $4,563 despite high real yields – by mid-September, 10-year TIPS were yielding roughly 2.6% above inflation.
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$10,000 gold doesn’...
Hormuz Shock: Exporting More Oil Is Not Always a Sovereign Gain
Things to know
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Canada reached the external-balance rung. Its current account swung from a C$8.3 billion deficit to a C$8.8 billion surplus in Q2, led by energy exports.
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Brazil and Guyana converted through different public chann...
Hormuz Shock: What Made a Country's External Buffer Durable?
Things to know
- India absorbed the shock, not unscathed. Gross reserves hit a record $729.3 billion in August. Separately, banks and borrowers raised $72.8 billion through a temporary RBI-backed scheme to draw in foreign currency – a...
Millions of Barrels Are Still Getting Out of Hormuz. Here's the Catch.
Things to know
- One tanker crosses Hormuz twice. The receiver crosses zero. The shuttle loads inside the Gulf, crosses laden, transfers, and returns empty – the receiver, from a far deeper global fleet, can stay outside entirely....
Refiners Re-Cut the Barrel. They Did Not Enlarge It.
Things to know
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Most of the replacement jet fuel came out of the yield. Refiners in Europe, North America and West Africa lifted jet yields from 10% to 12%. That is a re-cut barrel, not a new one.
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Europe is where the replacement...
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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The writers behind this newsletter.
We write about oil, geopolitics, commodities, metals, inflation, rates and hard assets — but our focus is not the headline alone. Our work asks a different question: What is the market pricing, and what is the real system actually able to deliver?
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