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Latest Issues

Inside the Global Oil Crisis

This is not a piece about oil prices. It is a piece about what happens when the physical architecture of the global economy begins to fail, and the financial system has not yet accepted that reality.

The closure of the Strait of Hormuz, th...

a month ago
75
4

1,000 Readers in 72 Hours. We're Just Getting Started

1,000

To everyone who just found us,

Stonebridge Capital did not begin with a growth plan. It began as a place to put our thinking. The kind of thinking that starts with reading something, sitting with it, connecting it to something else,...

2 months ago
44
2

The Economy Looks Fine. That’s What Worries Me.

There’s a particular kind of danger in a resilient economy. On the surface, everything seems to be holding together: GDP is growing at a projected 2.4%, unemployment sits at 4.4%, and markets haven’t fully panicked. But peel back the headli...

2 months ago
78
5

The paywall is gone. Everything is free.

I have some news about Stonebridge Capital.

Starting today, every article, every macro note, every piece of research published here is completely free to read. If anything was sitting behind a paywall before, it isn’t anymore.

No tiers. N...

2 months ago
87
4

The Gas Nobody Talked About

Something broke in the supply chain, and it wasn’t a chip

While the investment community spent early 2026 debating Nvidia’s next earnings print and which hyperscaler would win the AI infrastructure arms race, a quieter disruption was unfol...

2 months ago
26
2

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  • Stonebridge Capital

    Structured macro insights and data-backed equity research explaining market dynamics.

  • Sebastian Brosas

    Owner of Stonebridge Capital

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