Perspective on tariffs + reviewing construction basket
April 5, 2025, 4:22 p.m.
Corridors Under Siege
April 4, 2025, 4:28 p.m.
Tariffs, Dilution, And Decline: The Bear Case For PDD Holdings
April 4, 2025, 2:45 p.m.
TikTok’s fate could be decided by tariffs
April 4, 2025, 12:41 a.m.
CoreWeave IPO, Wolfspeed Reorg, and Alphawave Bid
April 2, 2025, 8:42 p.m.
It's Almost Time To Go Long Oil
Feb. 5, 2025, 8:10 p.m.
Focus On The Important Things In Energy Investing
Feb. 5, 2025, 6:03 a.m.
Natural Gas Prices Blast Higher
Feb. 3, 2025, 6:59 p.m.
(Public) Memo - My Interview With Kontrarian Korner
Jan. 30, 2025, 11:18 p.m.
Our Near-Term Oil Price Outlook
Jan. 29, 2025, 6:58 p.m.
US Crude Storage Outlook - Uncertainty
Jan. 28, 2025, 9:15 a.m.
(WCTW) An Important Update On Natural Gas
Jan. 28, 2025, 6:20 a.m.
Guest Post From Citrini: Questions On China's DeepSeek And How This Alters The AI Landscape
Jan. 27, 2025, 7:46 a.m.
Trade Alert - Close KOLD
Jan. 24, 2025, 8:34 p.m.
Weather Outlook Is Unfavorable And What It Means For Natural Gas
Jan. 24, 2025, 7:36 a.m.
All Noise, No Substance
Jan. 23, 2025, 7:43 p.m.
US Crude Storage Outlook - Large Crude Draw
Jan. 22, 2025, 9:09 a.m.
(WCTW) More Noise Than Ever
Jan. 21, 2025, 8:28 p.m.
(Public) Memo - Turning Air Into Gold
Jan. 20, 2025, 7:32 a.m.
Here Are Three Names To Buy As Trump's Canadian Tariff Threat Looms
Jan. 19, 2025, 3:04 a.m.
(Public) Investors Are Selling First And Asking Questions Later About Canadian Energy Stocks
Jan. 16, 2025, 9:03 p.m.
Spilling Cold Water
Jan. 15, 2025, 9:22 p.m.
Trade Alert - Long KOLD
Jan. 15, 2025, 8:35 p.m.
Off To A Good Start
Jan. 15, 2025, 8:05 p.m.
US Crude Storage Outlook - US Oil Production Freeze-Off
Jan. 14, 2025, 7:22 p.m.
(Public) The Out Of Touch Oil Market Will Meet Reality Soon
Jan. 14, 2025, 5:51 p.m.
(WCTW) Oh No, Not Again
Jan. 14, 2025, 3:29 a.m.
(Idea) Suncor Energy - More Upside Ahead
Jan. 11, 2025, 1:09 a.m.
Is Natural Gas Priced For Perfection?
Jan. 10, 2025, 6:17 p.m.
Trade Alert - Sell Alibaba, Buying Suncor And New Stratus
Jan. 10, 2025, 4:20 p.m.