

Investing Around the 1st & 15th
“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 +16.155% YTD The S&P 500 is UP +8.22% YTD SUBSCRIBE HERE I wanted to comment on a frequent complaint from an investing group I participate in because, at its core, it's an internal argument we all have when investing: "Why is this happening?" "What happened t
May 179 min read


Coterra & Devon, a great marriage, but just dating
“ 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
Jan 166 min read



