# impactfull — RSS Amplifier

Recent posts from the 1 feeds in the RSS Amplifier directory that cover impactfull.

Page: <https://rssamplifier.com/topics/impactfull>  
Feed: <https://rssamplifier.com/topics/impactfull.md>

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## [Impactfull Weekly #39 - Japan’s in trouble, or is it?](https://globalmacroequity.substack.com/p/impactfull-weekly-39-japans-in-trouble)

_2026-08-13 · Keith Bortoluzzi · Keith’s Substack_

Yen hit a 40Y low, Tokyo spent a record $54bn (¥8.45tn) in a single day, USA joined in for the first time in 15 years. The same week, Japan’s megabanks printed record profits. What does it mean?

## [Impactfull Weekly #38 - Is it time to buy Korea?](https://globalmacroequity.substack.com/p/impactfull-weekly-38-is-it-time-to)

_2026-08-05 · Keith Bortoluzzi · Keith’s Substack_

KOSPI fell 38.6% from June peak. Samsung & SK Hynix are half the index. We saw more circuit breakers than 2008. Meanwhile, Korean cosmetics, defence, nuclear, gas turbine makers never had it better.

## [Impactfull Weekly #37 - Refining is worth more than crude](https://globalmacroequity.substack.com/p/impactfull-weekly-37-refining-is)

_2026-07-29 · Keith Bortoluzzi · Keith’s Substack_

Refining has been the best performing corner of the energy complex this year. Valero and Marathon have nearly doubled since January. The S&P 500 Energy sector has managed a fraction of that.

## [Impactfull Weekly #36 - Behind the meter: AI late cycle names to own](https://globalmacroequity.substack.com/p/impactfull-weekly-36-behind-the-meter)

_2026-07-23 · Keith Bortoluzzi · Keith’s Substack_

A gas turbine ordered from GE Vernova today arrives in 2029, & if you want it connected to the regional grid, you’ll have to wait even longer. But AI buildout can’t wait 3-4 mos.

## [June 2026 — The disinflation coming](https://globalmacroequity.substack.com/p/june-2026-the-disinflation-coming)

_2026-07-02 · Keith Bortoluzzi · Keith’s Substack_

Why peak oil-driven inflation marks the beginning of a new, equity-friendly disinflation regime.

## [Impactfull Weekly #35 - What energy exposure should you own if Hormuz reopens?](https://globalmacroequity.substack.com/p/impactfull-weekly-35-what-energy)

_2026-06-30 · Keith Bortoluzzi · Keith’s Substack_

Last week the United States and Iran announced a framework deal to reopen the Strait of Hormuz, the vital shipping chokepoint handling 20% of global seaborne oil.

## [May 2026 — Navigating the coming oil influx](https://globalmacroequity.substack.com/p/may-2026-navigating-the-coming-oil)

_2026-06-18 · Keith Bortoluzzi · Keith’s Substack_

Why the gradual reopening of Hormuz might be the biggest deflationary event of 2026.

## [Impactfull Weekly #34 — Do you own enough agricultural commodities?](https://globalmacroequity.substack.com/p/impactfull-weekly-34-do-you-own-enough)

_2026-05-21 · Keith Bortoluzzi · Keith’s Substack_

Most investors are actively debating whether inflation is temporary or structural.

## [April 2026 - A golden decade for hard assets?](https://globalmacroequity.substack.com/p/april-2026-a-golden-decade-for-hard)

_2026-05-12 · Keith Bortoluzzi · Keith’s Substack_

AI cycle matures, and why Latin America is the ultimate hedge

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## [Impactfull Weekly #33 - The great energy reshuffle](https://globalmacroequity.substack.com/p/impactfull-weekly-33-the-great-energy)

_2026-04-23 · Keith Bortoluzzi · Keith’s Substack_

Hormuz still carries 20% of the world’s oil & gas, and April’s disruption opened an 11.1 mbpd supply gap. US major services & specialised players sit at the center of energy pricing…who wins?