Saudi Succession shifts solidify supply surge
In recent months Saudi Arabia has added the equivalent of half a Bakken in production as they try to front run a likely Iranian nuclear deal in...
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Bubblin' Crude, Black Gold, Texas Tea - A Model for Buying The Dip
This is the start of a short series of thought pieces related to crude oil. This first one is a quick-and-dirty model for looking at swings in oil...
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Oil is going to break $40 before E-2Q, but there is money to be made whether you are a bull or bear
The clearest trade to me right now... Is monetizing the volatility in Oil through options Now I am exceptionally bearish on oil for a range of...
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Yemen - Dancing on the heads of snakes
Yemen has once again hit the headlines as structural issues lead to political uncertainty and tumult. The situation may not be as bad as the...
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VNG (VinaGame): The Only Tech Unicorn In Vietnam
VNG filed for a US listing last week. The investment thesis of the company remains more or less the same as what we highlighted in this note.
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