The Daily Compounder | Substack

Cracks in Credit

17 Year Long Bull Run in Credit is Coming to an End

Apr 1 • The Daily Compounder

Contrarian Commodity Opportunities & Where Risk is Most Present Today

Turning over stones in an already hated commodity complex + Where we see the largest pockets of risk today

Mar 18 • The Daily Compounder

Navigator Gas FY 2025 Results

A Core Holding Trading at a $0.60/$1

Mar 17 • The Daily Compounder

Sable Offshore, The Defense Production Act & California's Energy Death Spiral

How Sable Offshore's Pipeline is Back in Play & How it is Desperately needed

Mar 12 • The Daily Compounder

The Offshore Oligopoly: Weak Oil with Industry Strong Structure

Offshore break evens, long-cycle capital, and industry wide consolidation point to a strong decade ahead

Feb 26 • The Daily Compounder

The Daily Compounder

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