GEO
Hedge fund analyst-grade briefs, 3 times a day. Don't let the markets move without you.
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The brief an analyst would write — if they had the time.
Analyst-grade synthesis
Every brief is built from curated wires, exchange data, and official releases — not algorithmic noise. Voice discipline ensures every sentence earns its place.
Three briefs every trading day
Morning open at 6:30 AM ET, midday update at 1:00 PM, evening close at 6:00 PM. Synthesized while you sleep, eat, and trade.
Multi-sector by design
Today: Crude Oil, Refined Products, Natural Gas, Metals, and Agriculture — fully live. Next: Equities sector breakdowns and macro briefs, currently in build. One product, one voice, growing coverage.
No hallucinations, ever
Every cited fact traces to a real article, an EIA release, a CFTC report, or a live price feed. If the data isn't there, the claim isn't made.
This is what hits your inbox.
Good morning, Michael.
Crude is extending losses to prewar levels as Gulf flows through Hormuz pick back up, with WTI at $69.52/bbl and Brent at $73.01/bbl. Products are off harder than crude this morning, while Henry Hub bucks the energy-wide weakness on a Qatar LNG normalization story. More details below...
WTI is trading at $69.52/bbl, down $0.82 (-1.17%) from yesterday's settle, with Brent at $73.01/bbl, down $0.73 (-0.99%). The Wall Street Journal reports oil has retreated to prewar levels as Gulf flows through the Strait of Hormuz pick up, unwinding the risk premium built during the recent Israel-Iran conflict.
RBOB is at $2.80/gal, down $0.08 (-2.92%) from yesterday's settle, with ULSD at $3.08/gal, down $0.10 (-2.99%), both falling harder than crude. Bloomberg reports Ukrainian drones targeted a Russian city hosting three Rosneft refineries, the latest in a string of strikes squeezing Russian domestic fuel supply.
Good afternoon, Michael.
Crude is selling off hard this afternoon, with WTI back below $70/bbl as the Hormuz risk premium continues to drain. Natural gas is the standout the other way, rallying on hot-weather forecasts and a Ukrainian drone strike that has rippled into Kazakh gas output. More details below...
WTI is trading at $69.29/bbl, down $2.15 (-3.01%) from this morning's open, with Brent at $72.66/bbl, off $2.36 (-3.15%). The move comes despite President Trump's accusation that Iran's drone attack on a cargo ship in the Strait of Hormuz violated the ceasefire deal, per WSJ and CNBC.
Henry Hub is the bright spot, trading at $3.35/MMBtu, up $0.09 (+2.63%) even as oil sells off. WSJ reports futures are extending gains on forecasts for hotter weather. OilPrice reports Kazakhstan cut output by a quarter at the Karachaganak gas field after a Ukrainian drone strike damaged the Russian plant that processes part of that gas.
Good evening, Michael.
Today's EIA print showed a sizable 6.1mb crude draw alongside a 9.1mb SPR drop, but prices fell hard anyway as the Hormuz risk premium continued to unwind. WTI settled with a $69 handle for the first time since the Iran conflict began. More details below...
WTI closed at $69.87/bbl, down $3.34 (-4.56%) on the day, with Brent at $73.18/bbl, down $3.90 (-5.06%). The EIA reported commercial crude stocks fell 6.1mb to 412.1mb, with Cushing down 1.1mb to 19.0mb. The SPR dropped 9.1mb to 331.2mb, down 17.7% year-on-year.
RBOB fell $0.18 (-6.01%) to $2.78/gal, while ULSD held up better at $3.10/gal. The EIA reported gasoline stocks built 2.1mb to 216.3mb, with refinery utilization edged down 0.6pp to 96.1%. Energy Intelligence reports Russia is weighing a full diesel export ban as its domestic fuel crisis worsens.
Three briefs every weekday at 6:30 AM, 1:00 PM, and 6:00 PM ET. Today's lineup: Crude, Refined, Natural Gas, Metals, Agriculture. Equities and macro next.
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Equities sector breakdowns, macro briefs, and more — all delivered with the same discipline.
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How GEO is built.
GEO is a multi-sector market intelligence brief, designed to read like an analyst note and built like a research pipeline. Every brief — regardless of sector — starts from a curated source set (Reuters, Bloomberg, FT, S&P Global, sector-specific trade publications), filtered through tier whitelists, and de-duplicated at story level. Aggregators and content farms are excluded by default.
Each sector adds its own data backbone. Energy and metals pull EIA (Weekly Petroleum Status Report, Natural Gas Storage, Short-Term Energy Outlook), CFTC Commitments of Traders, FRED macro series, and live futures prices. Agriculture pulls USDA WASDE, Crop Progress, Export Sales, NOAA drought monitor, and grain futures. Equities and macro will layer in earnings calendars, central bank schedules, and sector-specific data as they ship. The methodology is consistent — only the inputs change.
Briefs are synthesized by a large language model under strict editorial rules: no hallucinations, no synthesis closers, no magnitude inflation, no quote-sheet padding. Every citation has a source by name. Cross-brief dedup ensures developing stories are tracked, not repeated.
Three scheduled briefs every weekday, fully automated, with on-demand refreshes for Pro subscribers coming soon.