·urea
Urea production in Persian Gulf falls 60%
Urea production in the Persian Gulf fell ~60% to ~160,000 t/week since the war in Iran; Middle East supplies ~45% of global trade, risking higher fertilizer and food prices.
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Herculis Advisors
We share clear, data-informed perspectives on global markets, commodities, and portfolio ideas—from market breadth and macro drivers to the future of real assets like tokenized gold. Our goal is to turn noisy headlines into actionable insight you can actually use. If you’re looking for concise explainers and thoughtful analysis, you’re in the right place.
·prediction markets
Prediction markets: most traders lose money
Analysis of Polymarket trades shows most traders lose money; profits concentrated among apparent bots, amid wash-trading and insider allegations.
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·us treasuries
Foreign private investors now hold more US Treasuries
For the first time, foreign private investors own more U.S. Treasuries than foreign central banks; USD stablecoins amplify private demand and expand the shadow dollar.
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·ai
AI as core infrastructure: five interdependent layers
AI is embedding into every industry via five layers — compute, data, models, applications, distribution — creating network effects and concentration.
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·China
China's record $21.9bn clean-tech exports in March 2026
China's exports of batteries, EVs and solar hit a record $21.9bn in March — 70% YoY, highlighting geopolitics as a catalyst for the clean-energy transition.
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·Bitcoin
Bitcoin is breaking out
BTC breached the long-term downtrend and trades above the 100-day MA — a technical shift that can turn into a liquidity-driven, reflexive rally.
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·etfs
Hedge funds triple ETF usage to ~$300bn
Hedge funds tripled ETF usage to ~$300bn (~9% of 13F assets). ETFs now used for liquidity, hedging and shorts, forcing managers to trade the vehicles reshaping price discovery.
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·dollar
Dollar use in global trade rose to new highs
SWIFT data: geopolitical stress, sanctions and higher U.S. yields have mechanically increased USD demand, reinforcing dollar dominance in trade.
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·space
Space theme stocks to watch after SpaceX IPO
List of stocks across launch, satellite internet, materials, chips and data that investors may chase when SpaceX IPO occurs.
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·equal-weight
Equal-weight 25% portfolio's best year since 1933
Equal 25% allocations to stocks, bonds, cash and commodities are up 26% YTD — third-largest outperformance vs 60/40 in a century, per Bank of America.
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·oil exports
US surge in oil and gas exports
Data-driven update on rising US oil and LNG exports: tanker traffic spikes, larger shipments to Europe and Asia, and an estimated $63bn boost at $100/bbl.
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·bitcoin
Bitcoin outperformed S&P 500 and gold in every crisis
Table shows bitcoin’s 60-day returns beat the S&P 500 and gold across major negative events since 2020, including COVID, Russia–Ukraine and banking crises.
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