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An Ode to the Dog in You. The US Consumer.
April 26, 2024
Apr 26
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Open Insights
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An Ode to the Dog in You. The US Consumer.
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More Cowbells! . . . Oil's Comedy Sketch
April 19, 2024
Apr 19
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Open Insights
23
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More Cowbells! . . . Oil's Comedy Sketch
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Our Q1 2024 Letter & Look Ahead
April 12, 2024
Apr 12
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Open Insights
13
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Our Q1 2024 Letter & Look Ahead
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Oil Thoughts on the Break
April 4, 2024
Apr 5
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Open Insights
31
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Oil Thoughts on the Break
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March 2024
4 Scenarios for Where the Market's Going Next
March 29, 2024
Mar 29
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Open Insights
22
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4 Scenarios for Where the Market's Going Next
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The Fed Juices It as the World Guns It
March 22, 2024
Mar 22
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Open Insights
18
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The Fed Juices It as the World Guns It
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OECD Inventories? Let it Drain . . . 'til Summer!
March 15, 2024
Mar 15
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Open Insights
29
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OECD Inventories? Let it Drain . . . 'til Summer!
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Oil Fundamentals in February. View from Above.
March 9, 2024
Mar 9
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Open Insights
23
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Oil Fundamentals in February. View from Above.
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Dueling Narratives: the Economy vs. the Market
March 2, 2024
Mar 2
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Open Insights
16
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Dueling Narratives: the Economy vs. the Market
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February 2024
OXY, Buffett, and the Sounds of Inevitability
February 27, 2024
Feb 27
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Open Insights
8
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OXY, Buffett, and the Sounds of Inevitability
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Every Generation Needs Its Own BUBBLE
February 14, 2024
Feb 14
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Open Insights
39
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Every Generation Needs Its Own BUBBLE
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The Economy Stinks? You're Likely a Republican.
February 9, 2024
Feb 9
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Open Insights
17
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The Economy Stinks? You're Likely a Republican.
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