Burning hot refiners
Burning hot refiners We’ve been swamped in earnings for the last few weeks. And oh boy, some earnings releases were tough. Are companies moving 20% up or down more frequently, or are we just getting old and a 20% down move hurts more than it used to? One standout strong performer has been refiners, a…
February 15, 2026, Vol. 262
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Boooring…
Turning to the markets, as traders, we recognize that sometimes there’s a whole lot to do, and sometimes the best thing to do is absolutely nothing. In this game, you get no points for fighting boredom. Sometimes, it’s best to just sit and wait it out. We’re in such a world. While we are outright…
September 14, 2025
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Yoga pants and oil…
As the market is focused on ORCL’s *not fake* RPO numbers, we continue to hunt for themes outside of the mainstream. Call us boomers all you want but we like value, with real assets and investing in things that hurt if we drop them on our foot (h/t Gartman). But every time we write about…