Archive - Open Insights

Countdown to Bedlam

Jun 19 • Open Insights

TACO Supreme Served at the Strait of Hormuz

Jun 13 • Open Insights

MSGS at a Glaring Discount so GO KNICKS GO!

Jun 5 • Open Insights

A Glut of Supply: Gaslighting the Market

Jun 1 • Open Insights

May 2026

Oil Update and the Lagging Draws

May 23 • Open Insights

Transocean / Valaris Merger: DOJ's Second Request, Is it a Bust?

May 15 • Open Insights

OXY's Q1: The Good, The Bad, and The Pretty

May 8 • Open Insights

Iran's Running Out the Clock

May 1 • Open Insights

April 2026

Visible Oil Inventories Start to Draw

Apr 25 • Open Insights

Our Q1 2026 Letter & Look Ahead: Oil, Iran, OXY & PTON

Apr 17 • Open Insights

Oil's Hopium at $70/bbl

Apr 4 • Open Insights

March 2026

When They Decide to Burn it All Down

Mar 27 • Open Insights

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