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Late Cycle Vibes.
The Gist: The improvement in OFS relative to other sectors could mean we are into the late-cycle rotation of the power boom.
10 hrs ago
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Politics and Portfolios in Miami
The Gist: A recap of my thoughts following the Goldman Sachs Energy Conference.
Jan 13
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38:34
Video Version - Balances Say Sell, Company Fundamentals Say Buy.
1Q26 Chart Pack
Jan 9
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Balances Say Sell, Company Fundamentals Say Buy. 1Q26 Chart Deck
My 1Q26 Macro Chart Deck (available below the paywall — 56 pages) is out, titled “Balances Say Sell, Company Fundamentals Say Buy.”
Jan 6
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Fundamentals Still Apply in Caracas
The Gist: Big Oil still needs to earn a return on capital to justify investment— even in Venezuela.
Jan 5
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Costs in the Permian & a need for Capital in the Kingdom
The Gist: U.S.
Dec 19, 2025
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Storming the Bastille
The Gist: Supply-and-demand models can fail during the later stages of a cycle, when human behavior shifts toward inventory hoarding.
Dec 16, 2025
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From Russia with Love
The best part of this blog isn’t the writing, the recognition, or even the financial freedom it provides (though the latter is certainly appreciated).
Dec 12, 2025
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XOM vs KSA
I’m releasing this a day earlier than my usual posting schedule to give you a chance to review it before XOM’s corporate update tomorrow (HERE).
Dec 8, 2025
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The Hyperspenders
The Gist: The Hyperscalers are cutting shareholder returns in favor of increased capital spending since the incentive structures align with such a…
Dec 5, 2025
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Trading Places
The Gist: The energy equities are performing better than the commodity.
Nov 25, 2025
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Productivity points to peaks
The Gist: If labor productivity in the U.S.
Nov 21, 2025
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The Crude Chronicles
A blog about the financial history of the Oil & Gas 🛢 industry told through charts 📈 that go back 💯+ years.
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