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• Keith’s Substack

  My personal Substack

  10 posts · theirs

Lately

• Impactfull Weekly #39 - Japan’s in trouble, or is it?

  Keith’s Substack · 2026-08-13

• Impactfull Weekly #38 - Is it time to buy Korea?

  Keith’s Substack · 2026-08-05

• Impactfull Weekly #37 - Refining is worth more than crude

  Keith’s Substack · 2026-07-29

• Impactfull Weekly #36 - Behind the meter: AI late cycle names to own

  Keith’s Substack · 2026-07-23

• June 2026 — The disinflation coming

  Keith’s Substack · 2026-07-02

• Impactfull Weekly #35 - What energy exposure should you own if Hormuz reopens?

  Keith’s Substack · 2026-06-30

• May 2026 — Navigating the coming oil influx

  Keith’s Substack · 2026-06-18

• Impactfull Weekly #34 — Do you own enough agricultural commodities?

  Keith’s Substack · 2026-05-21

• April 2026 - A golden decade for hard assets?

  Keith’s Substack · 2026-05-12

• Impactfull Weekly #33 - The great energy reshuffle

  Keith’s Substack · 2026-04-23

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