Sitemap - 2024 - Open Insights
Counting Another Man's Money: PTON CEO
OXY's Q3, Sandbags of Cash Falling from the Sky
Taking Stock Q3 Review: PTON, ETSY, & PRKS
Peloton's Pop: Q1 Review, New CEO, Einhorn and Valuation
Clipping into a New Position: Peloton
Our Q3 2024 Letter & Look Ahead (Part II)
Our Q3 2024 Letter & Look Ahead (Part I)
The Wizard Behind the Curtain at SeaWorld
Just Got Paid, Friday Night, Chairman Powell . . . Feelin' Right
Slam Oil Long Enough, and It'll Hit Back
A Few of My Favorite Things: OXY, SU, CVE post-Q2
GDP? We May Just Owe You an Apology
Our Q2 2024 Letter & Look Ahead
The Market's Soaring on the 4th of July
Buffett's Increasing Momentum to Control OXY
Ruh Roh, Why 4% Unemployment Worries Us
When Margot Robbie Explains Refinery Margins, Ya Best Pay Attention
A Few Thoughts Before Memorial Day
What Matters? Management Matters
OXY's Q1 and Why It's Headed Higher
What Happens When Consumers Stop Buying A Latte?
An Ode to the Dog in You. The US Consumer.
More Cowbells! . . . Oil's Comedy Sketch
Our Q1 2024 Letter & Look Ahead
4 Scenarios for Where the Market's Going Next
The Fed Juices It as the World Guns It
OECD Inventories? Let it Drain . . . 'til Summer!
Oil Fundamentals in February. View from Above.
Dueling Narratives: the Economy vs. the Market
OXY, Buffett, and the Sounds of Inevitability
Every Generation Needs Its Own BUBBLE
The Economy Stinks? You're Likely a Republican.
Oil Fundamentals in January. View from Above.
Our Q4 2023 Letter & Look Ahead