Sitemap - 2024 - Open Insights
An Ode to the Dog in You. The US Consumer.
More Cowbells! . . . Oil's Comedy Sketch
Our Q1 2024 Letter & Look Ahead
4 Scenarios for Where the Market's Going Next
The Fed Juices It as the World Guns It
OECD Inventories? Let it Drain . . . 'til Summer!
Oil Fundamentals in February. View from Above.
Dueling Narratives: the Economy vs. the Market
OXY, Buffett, and the Sounds of Inevitability
Every Generation Needs Its Own BUBBLE
The Economy Stinks? You're Likely a Republican.
Oil Fundamentals in January. View from Above.
Our Q4 2023 Letter & Look Ahead