The best thesis is “I don’t know — but I’m positioned.”

Constantly adapting and learning in order to make a greater impact in the world.

The euro falling but USD gaining? Feels more like optics than substance.

WTI looks sleepy, but the tension is everywhere

Gasoline demand isn’t flashy news, but that’s a real-world signal.

Oil demand from India is the new wildcard — Asia’s turn to lead.

Sometimes these posts say more in 3 lines than a whole thread.

This is what presence looks like in text.