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Billy LoBue
Sep 21, 20230 min read


Billy LoBue
May 21, 20230 min read


Billy LoBue
May 7, 20230 min read


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,...
Billy LoBue
Mar 20, 20231 min read


Billy LoBue
Apr 9, 20220 min read


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.
Hunter Stern
Apr 5, 20220 min read


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...
Billy LoBue
Dec 14, 20214 min read
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