GEO

Hedge fund analyst-grade briefs, 3 times a day. Don't let the markets move without you.

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What you get

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 coverage

Crude oil, refined products, natural gas, and metals — with equities, macro, and agriculture on the roadmap. One brief, full energy + metals picture.

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.

A real brief

This is what hits your inbox.

Good morning, Michael.

Morning brief · Mon · Jun 23

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...

Crude Oil

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…

Refined Products

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…

Natural Gas

Henry Hub is essentially flat at $3.34/MMBtu, down less than a cent (-0.06%). LNG Prime reports Russian LNG production rose 13.7% year-on-year in May per Rosstat, while Bloomberg reports Asian LNG buyers expect Qatar to let its force majeure lapse in July…

Metals

Precious metals firmed on softer real yields, with gold leading at $4,078.70/oz (+1.20%) and silver tracking +1.49%. The 10-year real yield eased 4bp to 2.19%, a supportive backdrop. Managed money net long Comex gold rose to 115k contracts…

See you at midday, Michael.

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More sectors

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Methodology

How GEO is built.

Every GEO brief is assembled from a curated set of Tier A and Tier B sources — Reuters, Bloomberg, FT, OilPrice, S&P Global, Energy Intelligence, EIA, OPEC, CFTC, and dozens of dedicated energy and metals publications. Pure aggregators and content farms are excluded by default.

Data feeds include the EIA Weekly Petroleum Status Report, EIA Natural Gas Storage, EIA Short-Term Energy Outlook, CFTC Commitments of Traders, FRED macro series, and front-month futures prices. Numbers are cited only when they appear in the data block.

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.

The infrastructure runs on a single server, fully automated, with three scheduled briefs every weekday and on-demand refreshes for Pro subscribers (coming soon).