Sitemap - 2026 - Open Insights
Our Q2 2026 Letter & Look Ahead: Bedlam
Today is Independence Day, Tomorrow is Something Else Entirely
TACO Supreme Served at the Strait of Hormuz
MSGS at a Glaring Discount so GO KNICKS GO!
A Glut of Supply: Gaslighting the Market
Oil Update and the Lagging Draws
Transocean / Valaris Merger: DOJ's Second Request, Is it a Bust?
OXY's Q1: The Good, The Bad, and The Pretty
Visible Oil Inventories Start to Draw
Our Q1 2026 Letter & Look Ahead: Oil, Iran, OXY & PTON
When They Decide to Burn it All Down
Iran: The Beatings Will Continue, Until Oil Prices Improve
OXY Resets the Narrative in Q4 for 2026 and Beyond
Peloton's Q2: For Want of a Nail . . .