End of Summer Macro Thoughts
We have another audio only post as we enter the final stretch of summer. Our next episode will most likely be the Saturday following Labor Day.
Long-Takes From The Road: Countering Consensus Corporate Strategy Narratives
One of the best parts of not being a covering equity analyst anymore is not having to process the deluge that is quarterly earnings season.
Mini-Dives: New vs Old Europe
It is now August, the last month of summer, and we are planning a series of shorter “mini-dives” that offer insight into our major themes and in some cases, like this week, push back on some of our own biases and perspectives.
SoH Crisis Takeaways: Sustainable Prosperity
We conclude our month long series on Strait of Hormuz (SoH) Crisis takeaways with a look at what this conflict means for the related topics of sustainability, climate, and the environment.
SoH Crisis Takeaways: Sector Performance
We continue our July series focused on Strait of Hormuz Crisis takeaways with a focus on energy and power sub-sector stock performance.
SoH Crisis Takeaways: Obliterating Peak Oil Demand, SoH Edition
We continue our SoH (Strait of Hormuz) Crisis Takeaways series with a check-in on our Obliterating Peak Oil Demand theme that rejects the idea that anyone can know today what decade let alone year oil demand will ultimately peak and subsequently plateau or decline.
SoH Crisis Aftermath: Top Surprises and Non-Surprises
We are back from a week off celebrating America’s 250th birthday and ahead of some upcoming travel over the remainder of July.
Sentiment Check: AI, Crude Oil, Price Gouging
This week we are starting a new series that we’ll do on occasion we are calling a sentiment check as way to talk about hot button issues we are getting questions on.
WWLRD and the Strait of Hormuz Crisis
This week we provide our latest thoughts on the Strait of Hormuz Crisis and the news of a “peace deal” having been reached between the U.S. and Iran.
Long-Takes From The Road: Vegas, Vienna, ZeroHedge, and Oil Macro Crunch Time
A few oil macro oriented thoughts today following an interesting week that started at a fuels distribution conference in Las Vegas