This week we provide some initial thoughts on the U.S. election, the bulk of which was decisively declared on election night itself. We regularly emphasize that we aim to bring an equity research analyst’s mindset to evaluating the energy sector. That means we are simply trying to make the correct call on what we think will happen—not what we personally wish would happen or hope will happen. And we will do our best to stick with that in this video podcast, though when it comes to emotionally charged topics like elections, we’d have to admit that some amount of wish casting and personal opinion will creep in.
In terms of Super-Spiked subscribers, we are going to guess that many of you, perhaps even a majority, will be pretty excited about the election results. But we also take a lot of pride in the fact that we have a substantial contingent of subscribers that were hoping for a different outcome. The world is a better place for all of those viewpoints. And we thank all of you, those that agree with us and those that disagree, for your ongoing constructive engagement. As we repeatedly say, we are looking for the pushback to our views. It makes us better analysts.