Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Halliburton Earnings Preview: A Good Bet At Current Levels
April 18, 2025, 12:30 p.m.
Solaris Energy Infrastructure: Speculative Play On Mobile Power
April 16, 2025, 1 p.m.
APA Corporation: Kicking Tires In The Gas Heavy Sector
April 8, 2025, 4:53 p.m.
Saturn Oil And Gas: The Tariff Bomb Is Here, Who Cares? (Reiterating Strong Buy)
April 4, 2025, 1:30 p.m.
Noble Corporation: Time To Own The Best In Class
March 20, 2025, 4:20 p.m.
Flotek Industries: Maintaining A Buy
March 18, 2025, 1:32 p.m.
CES Energy Solutions: Solid Q4 Report Prompts Upgrade To Strong Buy
March 13, 2025, 11:30 a.m.
Seadrill: Capitulation Is Coming, We're Buying The Dip
March 5, 2025, 2:30 p.m.
ConocoPhillips: Energizing The Lucky 1.4 Billion
Feb. 27, 2025, 10:36 a.m.
Devon Energy: Stop, In The Name Of Love (Maintaining The Rating)
Feb. 26, 2025, 12:30 p.m.
Valaris: Mr. Toad's Wild Ride (Rating Upgrade)
Feb. 17, 2025, 4:54 p.m.
NextDecade: The LNG Plant To Nowhere, Maybe
Jan. 31, 2025, 2 p.m.
Mammoth Energy Services: Swing And A Miss; Rating Downgrade
Jan. 19, 2025, 11:18 a.m.
EOG Resources: A Top Pick For 2025 (Maintaining A Buy Rating)
Jan. 2, 2025, 4:54 p.m.
Saturn Oil & Gas: Strong Buy On Improving Fundamentals And Balance Sheet Repair
Dec. 24, 2024, 4 p.m.
Calfrac Well Services: A Speculative Buy At Current Levels
Dec. 13, 2024, 1:30 p.m.
MEG Energy: 'Show Me The Money, Darlene' (Rating Downgrade)
Dec. 11, 2024, 1 p.m.
Devon Energy: 'When Will I Be Loved?'
Dec. 4, 2024, 9:59 p.m.
Baytex Energy: A 'Scratch And Dent' Standout
Nov. 26, 2024, 9:31 p.m.
Liberty Energy: Democratizing Energy Around The World (Rating Upgrade)
Nov. 20, 2024, 1 p.m.
BP Stock: Out Of The Doghouse (Rating Upgrade)
Nov. 12, 2024, 1 p.m.
Kosmos Energy: Scratched And Dented, But Still A Strong Buy
Nov. 8, 2024, 1:30 p.m.
Tamarack Valley Energy: Pick Up A 15% Free Cash Yield
Oct. 29, 2024, 1 p.m.
Flotek Industries: Scratched And Dented, Still A Buy
Oct. 23, 2024, 11:30 a.m.
Mammoth Energy Services: Scratch And Dent Sale, Come On Down
Oct. 11, 2024, 11:30 a.m.