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***Full (initial; pending the 11AM ET call) pro-forma math available upon request*** (Obviously) slow Tuesday am post the U.S. Holiday. You don’t see us writing on Canadian Upstream a lot, BUT there has been some…

ONEOK (OKE), Williams (WMB) and Enbridge (ENB) each rented out a slice of their own balance sheet to Apollo (APO), Blackstone (BX) and KKR inside of seven weeks. Same(ish) playbook, three very different deals. We…

…versus Friday’s electronic close. Details within. Please ping us with any questions. Have a nice Labor Day Holiday! Timm What happened since Friday Oil is up roughly 0.9% in weekend decentralized trading after the Hormuz…

First losing week since April *but* we still have another one to go. This one closes next Friday, September 11th. Long side (10 positions) was up ~30bps but the Short book was down ~250bps for…