Stonebridge Capital

Inside the Global Oil Crisis

The world’s energy markets are not at a crossroads. They are past it.

Apr 13 • Stonebridge Capital

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March 2026

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

A note on access, intent, and what Stonebridge Capital is actually building.

Mar 27 • Stonebridge Capital

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4

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

Jerome Powell is staring down an energy spike, a credit crunch, and an AI revolution all at once.

Mar 19 • Stonebridge Capital

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The paywall is gone. Everything is free.

I have some news about Stonebridge Capital.

Mar 18 • Stonebridge Capital

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2

The Gas Nobody Talked About

How a helium shortage is quietly threatening the AI chip supply chain

Mar 12 • Stonebridge Capital

26

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War, Oil, and Your Money

What the Iran conflict means for markets right now

Mar 5 • Stonebridge Capital

18

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February 2026

The Claude Effect

What Anthropic's latest models actually do, why markets are panicking, and how to position.

Feb 26 • Stonebridge Capital

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Are We in a New Supercycle?

The mining industry spent a decade asleep. The world didn't.

Feb 16 • Stonebridge Capital

14

4

It's All About Power Now

Inside the AI infrastructure arms race that's reshaping the power grid

Feb 9 • Stonebridge Capital

3

The New Fed – Kevin Warsh's Nomination and What It Means for Equity Markets

What a Warsh-Led Fed Means for Rates, Inflation, and Equity Rotations

Feb 2 • Stonebridge Capital

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January 2026

The Hemispheric Fortress: From Caracas to Nuuk

How the U.S. is Securing the 21st Century's "Two Anchors" of Energy and Mineral Dominance

Jan 12 • Stonebridge Capital

3

Waste Management $WM: Deep Dive

Turning trash into treasure: The economics of waste

Jan 3 • Stonebridge Capital

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