Sitemap - 2023 - Open Insights
News From the Homefront While You're Away
OXY's Acquisition of CrownRock, a Narrative Breach?
How Hard's Our Economic Landing? Ask the Fed.
Oil's Mos Eisley of Thanksgiving Dinners
Oil's Sell-off and Our Business Decision
Is OXY's Venture into CCS Really Worth Net Zero?
Peloton's Q1 2024 Review: Incrementally More Colorful
As Israel's Offensive Begins, It's Time to Diagram Oil's Upside
A Penny for Two Thoughts, the Market & Middle East
Our Q3 2023 Letter & Look Ahead
Oil Investors Get Bitten This Week
Energy's Been Weighed . . . and Found Wanting
A Whole Generation of Investors Have Never Seen This
Our Economic Animal Spirit? A Chipmunk . . .
We Bought a Peloton, then Bought 3 Million More.
Oil Today . . . It Just Got INTERESTING
BRICS Thrown At Our Glass House
Everyone Knows, You Never Go Full Bull . . . in the Oil Market
Does Warner Bros. Discovery Make the Cut? Our Intern Decides!
2 Key Takeaways Post-Occidental Petroleum's Q2 Report
A Preview of Occidental Petroleum's Q2 Results
Our Q2 2023 Letter & Look Ahead
Wait, If the Bear's In Canada . . . the Bull's Home Alone
Recession? Nah . . . When Inflation Powers You Higher
339K Jobs . . . Dude That's A LOT of Jobs
A Cocaine Bear vs. the Oil Analysts . . . in the Thunderdome
Buffett Won't Buy OXY . . . but Will.
In These Uncertain Times, Just Ask, What Would Buffett Do?
Our Q1 2023 Letter & Look Ahead
Inflation and Jobs Climbing a Wall of Worries
What Could a Berkshire Acquisition of OXY Look Like?
Inhale . . . Exhale . . . Panic . . . Namaste in Oil
Frogs in a Pot: Why the Fed Can Turn Down the Temperature
What a Week. The Fed Messes Around and Begins to Find Out.
OXY's Q4 and 2023 . . . Time to Grip It and Rip It.
Baytex's Acquisition of ROCC, Brilliant or Befuddling?
Yeah . . . there is no Recession.
Will Inflation Derail the Economy? . . . or Us?
Let it Burn? Not Yet. There's Money to be Made
Waiting Patiently for Oil . . . at the DMV
Uh Oh as We All YOLO: The Commodity Whipsaw
Our 2022 YE Letter & Look Ahead