Navigating Markets: Long Refiners, Short Tech, and the Cannabis Conundrum
Balancing Macro Bearishness and Idiosyncratic Bets: Lessons from a Frustrating Period
Harvesting, Not Building: A Long-Term Strategy in the Shale Industry
China’s Economic Struggles, Oil Dependence, and the Geopolitical Dilemma Around Taiwan
Happy Hour with Bob Robotti & Josh Young on “The Revenge of the Old Economy”
Why are Cyclical Commodity Businesses Different This Time?
Will Offshore Drilling Ever Return?
Are Homebuilders Going to Get Crushed by Falling Home Prices?
Happy Hour with Bill Hamlen on “All About Commodity Trading”
How Would a US Oil Export Ban Affect Oil and Energy Equity Prices?