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Our Q1 2024 Letter & Look Ahead
April 12, 2024
Apr 12
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Our Q1 2024 Letter & Look Ahead
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Oil Thoughts on the Break
April 4, 2024
Apr 5
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Open Insights
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Oil Thoughts on the Break
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March 2024
4 Scenarios for Where the Market's Going Next
March 29, 2024
Mar 29
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4 Scenarios for Where the Market's Going Next
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The Fed Juices It as the World Guns It
March 22, 2024
Mar 22
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Open Insights
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The Fed Juices It as the World Guns It
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OECD Inventories? Let it Drain . . . 'til Summer!
March 15, 2024
Mar 15
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Open Insights
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OECD Inventories? Let it Drain . . . 'til Summer!
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Oil Fundamentals in February. View from Above.
March 9, 2024
Mar 9
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Open Insights
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Oil Fundamentals in February. View from Above.
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Dueling Narratives: the Economy vs. the Market
March 2, 2024
Mar 2
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Open Insights
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Dueling Narratives: the Economy vs. the Market
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February 2024
OXY, Buffett, and the Sounds of Inevitability
February 27, 2024
Feb 27
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Open Insights
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OXY, Buffett, and the Sounds of Inevitability
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Every Generation Needs Its Own BUBBLE
February 14, 2024
Feb 14
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Open Insights
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Every Generation Needs Its Own BUBBLE
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The Economy Stinks? You're Likely a Republican.
February 9, 2024
Feb 9
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Open Insights
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The Economy Stinks? You're Likely a Republican.
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Oil Fundamentals in January. View from Above.
February 1, 2024
Feb 1
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Open Insights
28
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Oil Fundamentals in January. View from Above.
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January 2024
Our Q4 2023 Letter & Look Ahead
January 19, 2024
Jan 19
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Open Insights
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Our Q4 2023 Letter & Look Ahead
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