2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
The O&G view from Dallas
July 11, 2025, 11:02 a.m.
Oil & Gas Intensity Around the World.
July 8, 2025, 11:02 a.m.
Section 953(a) and the E&Ps
July 1, 2025, 11:02 a.m.
Video Version of my 3Q25 Chart Pack
June 27, 2025, 11:02 a.m.
The Geopolitical Rhythms of Petroleum’s History.
June 24, 2025, 11:02 a.m.
ExxonMobil in 30+ Charts
June 20, 2025, 11 a.m.
Revisiting Seasonality
June 17, 2025, 11:02 a.m.
Subsea Chronicles: How TechnipFMC Is Reclaiming Its Identity
June 13, 2025, 11:03 a.m.
Round-Tripped and Reset
June 10, 2025, 11:02 a.m.
The Offshore Jedi
June 6, 2025, 11 a.m.
Oilfield service margins are hanging in there (for now)
June 3, 2025, 11:01 a.m.
Value Add Books & Charts for a Mature Industry.
May 30, 2025, 11:03 a.m.
Less ESG, More ROCE - 2024 Integrated O&G Compensation Review.
May 22, 2025, 11:02 a.m.
Following the Money
May 20, 2025, 11:02 a.m.
E&Ps and Integrateds Returns through the Cycles
May 16, 2025, 11:02 a.m.
2024 Gassy E&P Comp Review - Payouts and Value.
May 13, 2025, 11:02 a.m.
Over the Edge
May 9, 2025, 11:02 a.m.
The Productivity Lid
May 6, 2025, 11:02 a.m.
Lean Further Into Value - 2024 Oily E&P Compensation Review
May 2, 2025, 11:02 a.m.
Refining My Thoughts on Oil.
April 29, 2025, 11:02 a.m.
A (Final?) History of Hess
April 25, 2025, 11:02 a.m.
Early vs. Late Cycle in Energy
April 22, 2025, 11:02 a.m.
Halfway Through Another Hell?
April 11, 2025, 11:18 a.m.
Adelman after "Obliteration Day(s)"
April 8, 2025, 11:03 a.m.
Petroleum, Politics & Populism
April 4, 2025, 11:03 a.m.