Leveling Up: 2026, New Pricing, and The Oil Chaos
Hey everyone,
I hope you’re all surviving the end-of-year madness.
I usually prefer to dive straight into business models and moats, but today I have a bit of “housekeeping” to do before we pop the champagne for 2026.
First, the boring (but important) news.
When I started this Substack, I treated it like a side hobby. But over the last year, it has evolved into something much bigger. My research process has become deeper (and more expensive regarding professional data tools) to ensure I’m giving you the highest quality “insider” view possible.
To keep this level of quality sustainable and independent, I’m updating my pricing model.
Starting January 1st, 2026, the subscription will move to:
Monthly: from $7.49 to $10.00
Yearly: from $80 to $100.00
Here is the Arbitrage Move for you
I value loyalty above everything else. So, I did the math for you. If you act before the deadline, you can secure a massive discount compared to the future price.
I am offering an extra 10% OFF the current annual rate forever if you upgrade now.
Here is the breakdown:
Future Price (Monthly): If you stay on monthly, you will pay $120/year ($10/mo).
Your Deal Today: You pay $72/year ($80 legacy rate - 10%).
That is effectively $6.00/month vs the future $10.00/month. It’s an instant 40% savings compared to the new rates. In our line of work, that’s what we call “Alpha.”
⚠️ IMPORTANT: This offer expires strictly on December 31st at midnight. On January 1st, the link will stop working, and the new pricing applies to everyone.
Not sure yet? Look under the hood. I don’t expect you to pay for something you haven’t tasted. I want you to see exactly the level of depth and “insider” analysis you are signing up for.
So, for this occasion, I have unlocked two of my favorite Paid Deep Dives and made them free for everyone to read. No paywall, just pure analysis.
Brookfield Corporation: The Complex Canadian Conglomerate
The Business Model - Making Money from Everyone Else’s Money.
Brookfield is a beast. Most investors ignore it because the accounting is a headache. In this report, I strip away the complexity to show you why it’s one of the best compounders of our time.
The Business Decoupling—Why Remitly’s Slowdown is Actually a Wise Commercial
For much of the last decade, the fintech thesis was simple: “Anything is better than a bank.” Investors poured capital into any app that offered a cleaner UI than Wells Fargo or a lower fee than Western Union. In that zero-interest-rate environment, Remitly and Wise were viewed as peers—two sides of the same disruption coin.
Go ahead, read them. If you like how I think, you’ll love what’s coming next.
Now, let’s talk about what’s coming next.
I’m not raising the bar just for fun. I’ve got some massive research pieces cooking for Q1 2026.
But first, we need to address the barrel in the room.
Coming this week: The Oil Bloodbath & The LNG Lifeboat 🛢️ WTI crude has just tumbled below $55 a barrel, hitting multi-year lows. The headlines are screaming “Recession” as US unemployment ticks up to 4.6% and supply gluts flood the market. Energy stocks (Exxon, Chevron) are getting hammered.
But here is the twist in the drama that most people are missing. While crude bleeds, the LNG world tells a completely different story.
In the next deep dive dropping in a few days, we are going to break down:
The Macro disconnect: Why oil is crashing (demand fears + supply tsunami) but LNG infrastructure is booming.
The “Pick & Shovel” Play: Why a certain French engineering gem (GTT) might be the ultimate hedge. While oil majors panic, GTT has a backlog stretching to 2031 and margins that would make a software company jealous.
Portfolio Strategy: How to use this chaos to trim high-beta oil stocks and rotate into resilient infrastructure.
This report alone will be worth the price of admission.
Bottom line: 2026 is going to be a volatile, exciting year. I’m thrilled to have you all on board to navigate these stormy seas—and spot the lighthouses like GTT while others are lost in the dark.
If you’ve been waiting to commit, the math will literally never be better than it is right now. You have until the 31st.