The Scarcity Trade Is Already Reshaping Markets

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One big idea. Each issue is built around one clear, well-researched investment thesis, the kind of analysis that used to require a seven-figure brokerage account to access.

One explicit risk. Every idea we cover comes with a clear statement of what could go wrong. We don't hide the downside.

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About Grant

Grant Calloway - Editor, Open Market Wire

Grant Calloway writes about the intersection of monetary policy, energy markets, and technological disruption, with a focus on how capital flows from financial narratives into the physical economy.

His approach starts from the physical economy, the copper, the diesel, the structural steel, that underpins every financial market. He calls these "the things that have to be true for the rest to work." That grounding makes him instinctively skeptical of financial abstractions divorced from real-world production, and consistently focused on the commodity and energy dynamics that most equity-focused analysts treat as background noise.

He writes Open Market Wire from the conviction that three forces, artificial intelligence, dollar debasement, and a structural commodity super-cycle, will define where wealth is made and lost over the next decade.

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