Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Super-Spiked Videopods (EP67): Lagging Oil and an Evolving Industry Structure
May 31, 2025, 12:59 p.m.
The Good, The Bad, and The Misunderstood Amidst Massive Macro Cross Currents
May 17, 2025, 12:59 p.m.
Super-Spiked Videopods (EP66): Earnings Season Long Takes: Peak Shale and Power Market Competition
May 10, 2025, 12:59 p.m.
Super-Spiked Videopods (EP65): Self Versus External Activism
May 3, 2025, 12:59 p.m.
A Look At Traditional Energy Profitability Amidst A Trade War-Driven Macro Mess
April 26, 2025, 12:59 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.