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(WCTW) Out Of Time
The oil crisis is here and there's no way back.
Sep 21
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(Important) What Is The Endgame For The Oil Market?
JPM’s latest oil report is going viral on X today following a post by my friend, Eric Nuttall.
Sep 18
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Memo - The Most Hated Oil Rally
By: Wilson
Sep 17
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What To Make Of The Saudi/Houthi Situation And How It Relates To The Oil Math
The Saudi and Houthi situation is escalating.
Sep 16
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(WCTW) The Final Countdown
No, this isn’t about the song, though it is an awesome one.
Sep 15
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(Idea) GeoPark’s Venezuela Deal Creates More Upside—And A More Difficult Valuation
By: Jon Costello
Sep 11
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What Can "They" Do To Push Oil Prices Lower In The Near-Term?
Oh, you know they are thinking of something.
Sep 10
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(WOMM) What’s On My Mind - The Venezuela Land Grab
By: Jon Costello
Sep 10
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(WCTW) This Cannot Be That Obvious
We aren't going back to the way it was. The oil market has changed.
Sep 9
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Here's My Game Plan For The Oil Trade (Sept 8)
I’m going to stick to the tradition of updating you all on my real-time thoughts on the oil trade.
Sep 8
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(MEMO) Memo - Who Blinks First?
Will it be China, Iran, or the US? The oil market's trajectory depends on it.
Sep 4
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(Public) US Crude Oil Production Is Showing A Lot Of Weakness
It’s been a while since I’ve covered US crude oil production, but rest assured, I’ve been watching the data closely.
Sep 3
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