Stonebridge Capital

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No direct emails from stonebridgecapital.substack.com. Read inside Substack or via the RSS feed. 20 posts pulled from the feed. Referenced 7 times by other newsletters.

Recent posts

• 2026-04-13Inside the Global Oil Crisis
• 2026-03-271,000 Readers in 72 Hours. We're Just Getting Started
• 2026-03-19The Economy Looks Fine. That’s What Worries Me.
• 2026-03-18The paywall is gone. Everything is free.
• 2026-03-12The Gas Nobody Talked About
• 2026-03-05War, Oil, and Your Money
• 2026-02-26The Claude Effect
• 2026-02-16Are We in a New Supercycle?
• 2026-02-09It's All About Power Now
• 2026-02-02The New Fed – Kevin Warsh's Nomination and What It Means for Equity Markets
• 2026-01-12The Hemispheric Fortress: From Caracas to Nuuk
• 2026-01-03Waste Management $WM: Deep Dive
• 2025-12-27Constructing the “Thermal Moat” Basket
• 2025-12-20Modine (MOD): The AI Valuation Arbitrage
• 2025-12-11Vertiv (VRT): Quantifying the “Thermal Moat”
• 2025-12-05The TWh Gap: Why the Grid is the New GPU
• 2025-11-29Market Pulse: Bulls Feast on Thanksgiving
• 2025-11-26Quality over Quantity: A strategic shift for Stonebridge
• 2025-11-05The Dollar Index in Neutral Territory
• 2025-10-22BofA Warns Credit Stress Could Force Pension Funds to Dump Stocks

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