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The ones that are not integrated at least. Counter to our title, we did take the short off EQT in the model portfolio earlier this month (Model Portfolio Update: Effective Immediately, We are Closing Our…

***Given the constantly changing geopolitical situation we have added some thoughts on weekend events (through ~12:30 ET) and current commodity markets*** For the news, we include a brief summary description for each headline. We only…

Within, we take a detailed look at Hormuz ship traffic over the past two weeks (we go back to 06-15-2026). Recall the MOU between the U.S. and Iran was signed around 6-17-2026, and POTUS posted…

We’d like to see a mega-merger, not peanuts (though this certainly would not be peanuts for MGY). In any case… (interested in your thoughts on this deal) Bloomberg reported on June 26 that Magnolia Oil…