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The Wizard Behind the Curtain at SeaWorld
September 30, 2024
Sep 30
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Open Insights
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The Wizard Behind the Curtain at SeaWorld
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Just Got Paid, Friday Night, Chairman Powell . . . Feelin' Right
September 20, 2024
Sep 20
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Open Insights
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Just Got Paid, Friday Night, Chairman Powell . . . Feelin' Right
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Slam Oil Long Enough, and It'll Hit Back
September 13, 2024
Sep 13
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Open Insights
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Slam Oil Long Enough, and It'll Hit Back
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E.T. . . . Elliott . . . Etsy
September 3, 2024
Sep 3
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Open Insights
10
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E.T. . . . Elliott . . . Etsy
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August 2024
Back on the Peloton
August 18, 2024
Aug 19
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Open Insights
7
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Back on the Peloton
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A Few of My Favorite Things: OXY, SU, CVE post-Q2
August 9, 2024
Aug 10
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Open Insights
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A Few of My Favorite Things: OXY, SU, CVE post-Q2
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July 2024
GDP? We May Just Owe You an Apology
July 26, 2024
Jul 27
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Open Insights
15
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GDP? We May Just Owe You an Apology
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Our Q2 2024 Letter & Look Ahead
July 19, 2024
Jul 19
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Open Insights
9
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Our Q2 2024 Letter & Look Ahead
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The Market's Soaring on the 4th of July
July 5, 2024
Jul 6
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Open Insights
13
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The Market's Soaring on the 4th of July
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June 2024
Oil's Summer Doldrums
June 28, 2024
Jun 28
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Open Insights
19
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Oil's Summer Doldrums
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Buffett's Increasing Momentum to Control OXY
June 21, 2024
Jun 22
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Open Insights
7
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Buffett's Increasing Momentum to Control OXY
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Mind the Gap, the $6,000 Gap
June 15, 2024
Jun 15
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Open Insights
26
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Mind the Gap, the $6,000 Gap
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