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.
Super-Spiked Videopods (EP64): Long-Takes On A Macro Mess, 1 Week Later
April 12, 2025, 12:59 p.m.
Super-Spiked Videopods (EP63): “Long Takes” On Tariff Trade War, OPEC, and a Messy Macro
April 5, 2025, 12:59 p.m.
Super-Spiked Videopods (EP62): Energy Pragmatism & Climate: Pushback and Perspectives
March 29, 2025, 12:59 p.m.
What Does “Energy Pragmatism” Mean for Climate & Sustainability?
March 22, 2025, 12:59 p.m.
Super-Spiked Videopods (EP61): CERAWeek Takeaways: Pragmatism Meets an Uncertain Reality
March 15, 2025, 12:59 p.m.
“Long Takes” On OPEC+, Russia-Ukraine, and Tariff Wars
March 8, 2025, 2:15 p.m.
Super-Spiked Videopods (EP60): Energy Pragmatism Opportunities
March 1, 2025, 1:59 p.m.
The Rise of The Energy Pragmatism Era
Feb. 22, 2025, 1:59 p.m.
Super-Spiked Videopods (EP59): Hysteria and The Long-Term Impacts of a Policy Firehose
Feb. 15, 2025, 1:59 p.m.
AI-Driven Convergence: Energy, Power, and Technology
Feb. 8, 2025, 1:59 p.m.
Super-Spiked Videopods (EP58): DeepSeek, Davos, 45-47
Feb. 1, 2025, 1:59 p.m.
Top 10 Tactical Questions for 2025
Jan. 25, 2025, 1:59 p.m.
Super-Spiked Videopods (EP57): Super-Spiked Videopods (EP57): Big Questions on our Big Themes for 2025
Jan. 18, 2025, 1:59 p.m.
Big Themes for 2025: Energy Scenario Normalization, Power Surge, Technology-Driven Growth
Jan. 11, 2025, 1:59 p.m.
A Look Back at 2024 Tactical Questions
Dec. 21, 2024, 1:59 p.m.
Super-Spiked Videopods (EP56): Lessons from The End of the Energy Transition Era: Governance
Dec. 14, 2024, 1:59 p.m.
Reflections on the End of The Energy Transition™ Era
Dec. 7, 2024, 1:59 p.m.
Super-Spiked Videopods (EP55): Bettering The Outlook for Energy
Nov. 23, 2024, 1:59 p.m.
Energy First: A Healthy Reprioritization of Our Priorities
Nov. 16, 2024, 1:59 p.m.
Super-Spiked Videopods (EP54): Election Takeaways for the Energy Sector
Nov. 9, 2024, 1:59 p.m.
Super-Spiked Videopods (EP53): Structural Macro Drivers Transcend Elections
Nov. 2, 2024, 12:59 p.m.
The G-Word (Growth) and Through-Cycle Outperformance
Oct. 26, 2024, 12:59 p.m.
Super-Spiked Videopods (EP52): Macro Turmoil and the G-Word (Growth)
Oct. 19, 2024, 12:59 p.m.
FAQ On Rising Middle East Turmoil and Energy Markets
Oct. 12, 2024, 12:59 p.m.
Super-Spiked Videopods (EP51): Copper, Crude, China, Normalization: Watch / Listen | Navigating Macro Volatility
Oct. 5, 2024, 12:59 p.m.