Hot, Cold, Hot - Rogue Missive

Independent macro commentary on headlines of the week: Iran, inflation implications, oil market including crack spreads, a dollar update, and bitcoin.

Rogue Missive #148 | July 17, 2026

Independent macro research for investors and critical thinkers.

Rogue Macro openly examines the structural and often hidden forces in economics, biology, demographics, energy, geography, and history that drive markets and shape the future.