“ I'd put my money on the sun and solar energy. What a source of power! I hope we don't have to wait until oil and coal run out before we tackle that ." - Thomas A. Edison ​​ The Portfolio Performance The portfolio is UP +1.85% YTD The S&P 500 is UP +1.38% YTD SUBSCRIBE HERE The Strategic Case for Coterra's Acquisition of Devon Energy: Building a Permian Powerhouse The reported merger discussions between Coterra Energy (CTRA) and Devon Energy (DVN) represent more than just

“ I did nothing, maybe less than nothing...and succeeded anyway. Maybe I've been the problem all along ." ​​ The Portfolio Performance The portfolio is UP +28.95% YTD The S&P 500 is UP +16.39% YTD SUBSCRIBE HERE  (There was a typo in the full-year performance listed as +28.39%. The actual number was +28.95%. Updated 1/1/26 at 5:25pm PT) Great Gains The portfolio closed out 2025 with a +28.95% gain vs. the S&P 500, which gained +16.39% . We had a gain of $288,017.09 for