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(Idea) Where To Find The Best Opportunities In The Chemical Sector
By: Jon Costello
20 hrs ago
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(Public) Chemours - Jon's Favorite Capital Cycle Investment Idea
Editor’s Note: This article was first published to paid subscribers on Nov 15.
Feb 7
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(Public) Memo - Super Capex
Innovation isn't always an investor's friend.
Feb 6
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(WCTW) The Massive Oil Surplus Narrative Will Collapse Soon (Part 2)
Just two weeks ago, we wrote a WCTW titled, “The Massive Oil Surplus Narrative Will Collapse Soon.” In the conclusion section, we said:
Feb 4
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Everything You Need To Know About This Massive Natural Gas Price Drop And What To Expect Next
Winter gas natural gas trading isn’t for everyone.
Feb 2
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January 2026
My Latest Thoughts On My Bullish Bets On Oil And Natural Gas
We are currently bullish on natural gas and oil.
Jan 30
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(Guest) PauloMacro Turns Bullish On Oil
Editor’s Note: PauloMacro, a great friend of mine and a hell of a trader, recently posted one of the best oil notes I’ve seen to date.
Jan 29
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Natural Gas Storage Math - Repeat Of 2022?
Natural gas prices continue to exhibit wild swings day to day.
Jan 28
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Everything You Need To Know About Natural Gas And Where We Are Headed
The natural gas market opened on Sunday with a bang.
Jan 26
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My Latest Thoughts On Oil And Natural Gas With Winter Storm Fern On The Horizon
The natural gas market was upended this week following the bullish weather development that unfolded over the weekend.
Jan 23
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(WCTW) The Massive Oil Surplus Narrative Will Collapse Soon
Mother Nature is delivering on her side of the bargain.
Jan 21
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My Updated Thoughts On Natural Gas And Why I Think The Market Is Still Not Pricing It Correctly
Natural gas (Feb contracts) rallied 25% today, but I don’t think the market is pricing in the incoming cold correctly.
Jan 21
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