December 2021
November 2021
Going Down The Crypto Rabbithole
October 2021
Oil Market Headwinds Are Clearing
Why Neither OPEC+ Nor US Shale Can Do Much About The Energy Crisis
September 2021
Uranium – How Will The Squeeze Play Out?
August 2021
July 2021
June 2021
April 2021
Oil Market at Inflection Point
March 2021
Portfolio Update: Taking Some Money Off The Table On Energy Gains
January 2021
Some Thoughts To Close The Year (Part 2)
December 2020
Some Thoughts To Close The Year (Part 1)
November 2020
Biden Presidency Is A Tailwind For Oil
September 2020
July 2020
May 2020
Portfolio Update: How I’m Investing Now
April 2020
Interesting Short Opportunity In Oil
Why Natural Gas Is Poised To Benefit From Oil Market Collapse
March 2020
February 2020
CRC Debt Exchange: Creative Deleveraging Solution
January 2020
What Is The End Game For The Oil Thesis? – Part III: Will OPEC Save The World?
November 2019
August 2019
CRC: The Good, The Bad, The Ugly
June 2019
Oil Market Update: Sell-Off Warranted, But Temporary
May 2019
What Is The End Game For The Oil Thesis? – Part II: Can US Shale Growth Save The World?
March 2019
What Is The End Game For The Oil Thesis? – Part I: Conventional Oil Supply
February 2019
The Long View On Canadian Oil Stocks – Patience Will Be Rewarded
January 2019
What Went Wrong in 2018, and the Path to Recovery
November 2018
October 2018
The Big Picture – Start of the Great Rotation?
September 2018
August 2018
July 2018
The Big Picture – Macro Risks Are Rising
May 2018
March 2018
California Resources Corp. – A Call Option on Higher Oil Prices
February 2018
Gear Energy Update: Kicking A** Despite Oil Price Volatility
Giving Up on the Natural Gas Thesis (for now)
Some Thoughts on Macro in 2018
October 2017
August 2017
July 2017
The Rise and Fall of American Growth
June 2017
May 2017
Amazon.com: Betting on Things That Won’t Change
April 2017
March 2017
The Long (and Painful) Journey with Bellatrix Exploration – Part II
The Long (and Painful) Journey with Bellatrix Exploration
February 2017
Natural Gas 101: A High Level Look at North American Market Fundamentals
January 2017
December 2016
November 2016
Gear Energy: A Levered Bet on Higher Oil Prices
October 2016
The Accidental Universe: The World You Thought You Knew
The Story of Oil (Part III): How to Profit from a Rise in Oil Prices
The Story of Oil (Part II): The Resurgence
The Story of Oil (Part I): The Crash
Rant on Globalization/Free Trade
July 2016
Young Titan: The Making of Winston Churchill
Why Brexit May Not Happen (at least in the form envisioned by most people)
The Pale Blue Dot 