Archive - Blackshore’s Substack

Macro Update: Navigating Conflict, Constraints, and Capital Markets

June's Macro update

Jun 22 •

Blackshore Research

Inflation Softens, Tempers Don’t: A Tactical Guide to the Week

Weekly Roadmap for 06/15-06/21

Jun 16 •

Blackshore Research

Weekly Roadmap: A Recap, A Look Ahead, and What’s Driving Markets

Weekly Roadmap for 06/08-06/14

Jun 9 •

Blackshore Research

Update: Tactical Trade Additions

Tactical Trade Update 06/08/25

Jun 7 •

Blackshore Research

May 2025

A contrarian commodity play

Tactical Trade opportunity

May 6 •

Blackshore Research

Weekly Briefing: Red-Hot Rally, Cold Feet Ahead?

Weekly Roadmap for 05/04/25-05/10/2025

May 5 •

Blackshore Research

April 2025

Weekly Briefing: Higher Lows or Head Fakes?

Weekly Roadmap for 04/20-04/26

Apr 21 •

Blackshore Research

Weekly Briefing: Whiplash

Weekly Roadmap for 04/13-04/19

Apr 14 •

Blackshore Research

How to Invest in AI’s Deployment Era: The Next Phase for Artificial Intelligence

Thematic insights and tactical plays as AI moves from hype to embedded intelligence.

Apr 7 •

Blackshore Research

From Wells to Warheads

A Tactical Allocation Across the Energy Map: Our newest energy sector thesis + thematic primer

Apr 5 •

Blackshore Research

A Sleeping Giant Awakens?

Tactical Trade Opportunity

Apr 1 •

Blackshore Research

March 2025

Liberation Week

Weekly Roadmap for 03/30-04/05

Mar 31 •

Blackshore Research

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