Arthur’s Substack | Substack
Arthur’s Substack
My personal Substack
By Arthur Berman
· Launched 2 years ago
The Wave and the Rider
Tolstoy in the Persian Gulf
Jun 20•Arthur Berman
Truth Is No Longer the Bottom Line
“Faith is an island in the setting sun.
Jun 15•Arthur Berman
Hormuz: A Logistics Crisis, Not Yet an Inventory Crisis
Jeff Currie argues that the world is drifting toward the largest commodity shock since COVID.
Jun 8•Arthur Berman
The Search for a Living Myth
A deep belief in progress lies at the heart of modernity.
May 31•Arthur Berman
The Patience to Understand
May 24•Arthur Berman
Wars Are The Storm Systems of History
May 21•Arthur Berman
The Price Isn’t Right
Fundamentals Don’t Support $100 Oil
May 12•Arthur Berman
America Has Plenty of Oil
May 1•Arthur Berman