Sitemap - 2022 - Open Insights
'Twas the Night Before Christmas
The Last Question: No Easy Answers for Energy Investors
The Oil Market . . . in a Nutshell
Operation China Reopening: Here We Go
Mind the Gap: China's Reopening & Oil
The Week in Review: We Witnessed the Trifecta
Fat Pitches: OXY's Q3 & Why Shares Can Double
Pivot? Think Again. The Fed's Pulling Teeth.
Energy: Hate it . . . but Love it
Our Q3 2022 Letter & Look Ahead
OPEC+ Cuts Production: Detoxing with the Sheiks
Bubbles and Bailouts . . . Everyone Gets One
TINA & FOMO are Leaving as the Market Party Ends
China's Oil Demand? It's Gonna Bounce Like a Bunny
Me Look at Oil. Me Like What Me See.
Tiger Parenting a Tiger . . . and Failing Miserably
Heading Back to School, Inflation & Our Intern
Protecting Life's Work: Buffett's Acquisition of OXY
Coming Clean with Uncertainty in Energy
Stay Calm Fed, Don't Smash the Economy
Our Q2 2022 Letter & Look Ahead
When the Fed Charges, So SHALL WE!
An Interview with Open Square Capital (Full Interview Reposting)
Waiting to See Who's Going to Make It
What Not to Say at Polite Dinner Parties.
It's All About That Base, 'Bout That Base . . . All Trouble.
Our Latest Thoughts on OXY's Q1 Results and Path Forward
Squirrelly Thoughts, Duckies & Paul Tudor Jones
Is the Ice Age Thawing for Oil Companies?
The Energy Shortage is About to Get Bad . . . Shamone.
Free $1,300 Easter Egg for You Savers
Our Q1 2022 Letter & Look Ahead
Homer Simpson, 2nd Level Thinking & Peanuts
Recession Coming? IDK, but Here's a Reason Why Not.
Why Buffett Will Likely Not Buy OXY . . . Today
Why Putin Will Push Us into the Lava
What's Next for Putin? Hunger Games
Thoughts and Update on OXY's Q4 2021 Results
Looper: Bruce Willis' Cautionary Tale of the Markets
Now Comes the Hard Part for Energy Investors
Our Q4 2021 Letter & Look Ahead