
My personal Substack
| Platform | Pricing | Only free issues | Publishes | Infrequently | |
|---|---|---|---|---|---|
| Issues | 8 | Subscribers | Read | octaneinvestments.substack.com |
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Last year was a banner year for the momentum trade. It drove U.S. equities to record highs and saw the Magnificent Seven grow their massive share of investors’ portfolios. According to Bloomberg, the momentum trade in equities had its best ...
The Permian Basin has been a gift to the global economy, driving the shale boom and contributing to our country’s rise as a global energy powerhouse. However, recent trends indicate that Permian production may plateau or even modestly decli...
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The writers behind this newsletter.
Former Managing Director and PM at Octane. Former Chair of the Board of Directors at the CFA Society of New York; re-elected to the Board through 2027.
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