Nike: Our Intern Takes the Shoe Dog for a Walk

Our Intern Makes Lemonade out of Lululemon

A Trifecta: Reasons the US Would Attack Iran

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A Quick Look at CVE as MEG's M&A Suitor

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Strathcona's Takeover for MEG? I Love You . . . FOREVER

Peloton's Hamilton Moment . . . in 3 Months

OXY's Q1 Review: White Knuckling the Ride

OPEC+ is Dead, Long Live the King

Our Q1 2025 Letter & Look Ahead

The Market Beatings Will Continue, Until Morale Improves

Can Trump and the Market Thread this Needle?

Quad City Here We Come: Stagflation & Oil

Just How Sturdy Are the Consumers' Boats?

Walking Through RH, Failing to See the Vision

OXY's Q4, CrownRock Starts to OXY Rock

Put Pinterest on Your AI-dea Board

Review of Peloton's Qtr Results: Another Beat and Raise

Peloton's Q2 Call: It Didn't Come this Far to Only Get this Far

Our Q4 2024 Letter & Look Ahead

Happy New Year You Two Silverbacks (US & China)

Counting Another Man's Money: PTON CEO

Valaris . . . a Leap of Faith

Time to Get Pinterested