Devil's Advocate
Viscosity ReduxObservations on Markets & All Things Energy-Related
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 37 | Founded | 4 years ago | Last Issue | 4 years ago |
| Active | |||||
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Exit, pursued by a bear
- William Shakespeare, The Winter’s Tale
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We are obsessed with just a couple of themes in energy markets today. Front and center is the ene...
Weekly EIA Status Reports are so boring
Edvard Munch, The Scream, 1893
We’ve been pointing at distillate markets in recent months as Ground Zero for the global hydrocarbon shortage. Global middle distillate inventories have been plunging.
Europe, Singapore, US distillate...
Stocks Follow Numbers
Source: Science Photo Library Art
Earnings season is drinking from the proverbial fire hose. Almost the entirety of the energy sector reports in a compressed two week span. On some days - invariably a Thursday - market participants have to...
Is it already over?
This earnings season is going to be a fun one. This cycle will be nothing if not volatile.
We are adding nat gas names and refiners today.
Source: Spinsvilla.com
How is it that some energy stocks are actually down since Russia upe...
Delek to me straight
Source: Bloomberg
Last week Sankey Research (@crudegusher on Twitter) put out a note on refiner Delek we think was the opening salvo in a round of positive earnings outlook for the refiner group. Great micro implications of some of the mac...
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Authors
The writers behind this newsletter.
Long/short specialist in all things cyclical, with an acute passion for Energy. Not investment advice. DYODD
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