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Billy LoBue
- Mar 20
- 1 min
The Biggest Market Dislocation I've Ever Seen
It's been a volatile last few weeks, to say the least, but nothing we hadn't expected. There was CPI, Powell Testifying on Capitol Hill,...
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Hunter Stern
- Apr 5, 2022
- 0 min
Beyond Narratives: Towards A Model
The following is meant to explicate the importance of adopting a model as a necessary alternative to ad hoc narrative creation.
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Billy LoBue
- Dec 14, 2021
- 4 min
A Case For Oil Stocks — And Climate Control
The Green Transition is not news or a surprise for the oil companies, many have been preparing for it, yet many of the stocks have not...
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