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Wind Energy's Fatal Limitation
It's so over
Jun 6, 2023
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BowTiedFeline
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Wind Energy's Fatal Limitation
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May 2023
Parex Resources (PXT): An Undervalued Cash Flowing Machine
Imagine buying a shale co. instead of this little gem?
May 25, 2023
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Parex Resources (PXT): An Undervalued Cash Flowing Machine
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The Real Path to Net Zero: an Energy Transformation
Nothing is ever in a straight line, is it?
May 10, 2023
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BowTiedFeline
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The Real Path to Net Zero: an Energy Transformation
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April 2023
Is Picking Energy Stocks a Waste of Time?
A Tale of Two Hedge Funds - Backtesting Fund strategies over different price regimes
Apr 24, 2023
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BowTiedFeline
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Is Picking Energy Stocks a Waste of Time?
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Quick Post - The Degen Petrobras ($PBR) Trade
Very short term - manage your risk!
Apr 10, 2023
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BowTiedFeline
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Quick Post - The Degen Petrobras ($PBR) Trade
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Kinder Morgan ($KMI) – Sky-high dividends worth the risk?
Favorable Exposure to Key Growth Markets Underpins Cash Flow Stability
Apr 6, 2023
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BowTiedFeline
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Kinder Morgan ($KMI) – Sky-high dividends worth the risk?
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March 2023
It Won't Go on Forever: The Inevitable ESG Rhetoric Flip
Preparing for the Shifting Investment Landscape Using Predictable Media-Policy Cycles
Mar 28, 2023
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BowTiedFeline
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It Won't Go on Forever: The Inevitable ESG Rhetoric Flip
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Targa Resources ($TRGP) - A reversion to its aggressive growth roots
So far, so good!
Mar 14, 2023
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BowTiedFeline
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Targa Resources ($TRGP) - A reversion to its aggressive growth roots
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The Great Convergence: US Gas Markets Set for a Transformation
U.S. natural gas prices have remained at remarkably low levels for years thanks to the abundant hydrocarbon resources unlocked during the Shale Era…
Mar 7, 2023
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BowTiedFeline
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The Great Convergence: US Gas Markets Set for a Transformation
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February 2023
The Political Backdrop Driver
Gas Infrastructure Opportunities in the Permian
Feb 28, 2023
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BowTiedFeline
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The Political Backdrop Driver
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Did Politics Break the Commodity Super Cycle?
Or did it just kick off an historic multi-decade trend?
Feb 13, 2023
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BowTiedFeline
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Did Politics Break the Commodity Super Cycle?
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Putin's Price Hike: Fact or Fiction?
A Post-Mortem and Outlook for Oil and Gas Prices
Feb 1, 2023
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BowTiedFeline
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Putin's Price Hike: Fact or Fiction?
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