Super-Spiked
Arjun MurtiSuper-Spiked is about the messy energy transition era and the clash of energy commodity & equity markets with climate policy, ESG initiatives, and geopolitics.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 152 | Subscribers | Read | arjunmurti.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Super-Spiked Videopods (EP54): Election Takeaways for the Energy Sector
This week we provide some initial thoughts on the U.S. election, the bulk of which was decisively declared on election night itself. We regularly emphasize that we aim to bring an equity research analyst’s mindset to evaluating the energy s...
Super-Spiked Videopods (EP53): Structural Macro Drivers Transcend Elections
WATCH the video on YouTube by clicking the RED button above.
The G-Word (Growth) and Through-Cycle Outperformance
Stocks move with earnings is an age-old Wall Street adage. As goes EPS revisions, so goes underlying equities. For commodity equities, as goes commodity prices so goes commodity equities is similarly tried-and-true. The latter certainly wor...
Super-Spiked Videopods (EP52): Macro Turmoil and the G-Word (Growth)
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Authors
The writers behind this newsletter.
Arjun has researched global energy markets for over 30 years, primarily as a macro/equities analyst at major Wall Street firms. The views expressed are his own and not attributable to any current or past affiliations.
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