Inside the AdTech Industry: The Trade Desk's Problems & Outlook
March 28, 2025, 12:37 p.m.
MW is Short AppLovin (APP US)
March 27, 2025, 6:27 p.m.
An Interview with Snowflake CEO Sridhar Ramaswamy About Data and AI
March 27, 2025, 10:18 a.m.
How AI might destroy apple
March 27, 2025, 9:22 a.m.
CoreWeave vs Nebius
March 25, 2025, 8:32 p.m.
Natural Gas Shakes Off The Early Start To Injection Season
April 2, 2025, 7:32 p.m.
US Oil Production In Detail And Why It's Important
April 1, 2025, 7:37 p.m.
(WCTW) Waiting For The Obvious
March 31, 2025, 8:32 p.m.
(Idea) An Asymmetric Election Bet
March 31, 2025, 7:02 p.m.
(Idea) Core Natural Resources
March 30, 2025, 8:12 a.m.
Going Mainstream
March 27, 2025, 7:55 p.m.
The Market Will Have To Force Natural Gas Prices Higher To Boost Supplies
March 26, 2025, 7:44 p.m.
Trade Alert - Sell VRN, Buy HCC And AMR
March 25, 2025, 6:47 p.m.
(WCTW) A Seismic Market Shift Is Underway
March 25, 2025, 6:29 p.m.
(Public) Moderately Loose? No, I'm Not Talking About The Oil Market. Buckle Up, It's About To Get Real.
March 25, 2025, 5:15 p.m.
The Fundamental Asymmetry
March 20, 2025, 7:02 p.m.
What Are The Signals To Watch For That Could Derail The Natural Gas Bull Thesis?
March 19, 2025, 6:51 p.m.
US Crude Storage Outlook - Flat
March 18, 2025, 8:32 p.m.
Trade Alert For The HFIR Natural Gas Portfolio
March 18, 2025, 5:46 p.m.
(WCTW) An Asymmetric Geopolitical Payoff
March 17, 2025, 8:36 p.m.
(Public) It's More Like Decline Baby Decline At $50
March 17, 2025, 6:16 p.m.
No One Is Going To Care About Oil Fundamentals Until Something Breaks
March 13, 2025, 9:36 p.m.
(Idea) If Natural Gas Is In A Bull Market, Where Does That Put US Gas E&P Upside?
March 13, 2025, 8:47 p.m.
Natural Gas Injection Storage Math - Where Is Storage By November 2025?
March 12, 2025, 8:33 p.m.
(Idea) Drama In Ecuador - Our Last Update On New Stratus Energy
March 12, 2025, 6:27 p.m.
US Crude Storage Outlook - Low Exports Result In Large Crude Build
March 11, 2025, 8:18 p.m.
(WCTW) It's More Like Decline Baby Decline At $50
March 11, 2025, 6:05 a.m.
(IMPORTANT) Launching The HFIR Natural Gas Portfolio
March 7, 2025, 7:16 p.m.
Why Did I Buy More Energy Stocks Today?
March 7, 2025, 8:27 a.m.
Trade Alert - Buying MEG.TO, NSE.V, And SU
March 6, 2025, 7:02 p.m.