Value · Macro newsletter
The Commodity Compass: review of price, cadence & strategy
Data-heavy research on commodity cycles and the cyclical stocks tied to them.
Published by Alexander Stahel of Burggraben Holding, a long/short equity and debt investor focused on commodity and asset-backed industries. The About page describes a value-based, fundamental approach to commodities and related equities (oil and gas, metals, uranium, shipping and more), using real-time data including satellite data, and says it is not a trading blog. Prices are the publication's current Substack plans.
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Facts checked on 2026-10-18 at the official page. Prices can change; confirm before you subscribe. We do not publish ratings or performance claims.
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