The Energy Cable #39: A Maturing Bull Market
The oil market consensus is getting very uniform as everyone and their mother has figured out that there is an obvious supply deficit through...
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Steno Signals #66: Buckle up for the energy crisis 2.0
Is there another major energy crisis in the making and how does it differ from the crisis in 2021/2022? We have long held the view that the...
327 Views
Positioning Watch: Higher for longer vs Lower for longer?
Hello everyone, and welcome back to our weekly weekend Positioning Watch. The Central Bank bonanza week has come to a close, with only a few...
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Portfolio Watch: The wheels are coming off in Europe
Happy Friday and welcome to our weekly Portfolio Watch where we discuss trade ideas from a risk/reward perspective. Conclusions up front:– The...
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Energy Watch: Time for Nat Gas to Outshine Oil?
Back at the office after spending time with clients in the energy space with loads of discussions around the intersphere between Macro and energy...
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