Who We Are

For the news, we include a brief summary description for each headline. We only include links to news sources that do NOT require you to have a subscription to the respective site, or if they do, they are free of charge. However,…

We don’t believe clients were surpised seeing last night’s Financial Times article (we don’t have a subscription – so only got the Bloomberg recap) that WES apparently approached KNTK. There had always been a perception…

…which we added on Tuesday along w/ GNRC and NRG shorts. Smaller weights at ~2% each. We actually believe DTM is a very well run company – it just comes down to price vs. (elevated)…

TRGP remains a ~9% long weight in the Model Portfolio, tied w/ FANG (notice a theme here?) – with respective total returns of ~30% and ~20% since inception on January 9th 2026. TRGP reported earlier…