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The West Coast just quietly got a new lifeline. And Phillips 66 may be the biggest ‘winner.‘ Phillips 66 (PSX), Kinder Morgan (KMI) and HF Sinclair (DINO) have sanctioned Western Gateway, a ~$5bn, 1,300‑mile refined‑products…

This is a fun one… we are tracking sentiment shifts out of all our extremely detailed proprietary outlook surveys back to 2023. Honor system here… if you filled out a survey in the past I…

source: The Internet; Caddyshack meme Since Friday’s close, the Middle East has given us more risk, less resolution – at least in our view (full caveat this is as of noon today and can change…

This one is a bit longer for more weekend reading… Greetings from the Nation’s Capital. Here for a wedding (not mine) and had some downtime to go through the BRK Q2 results released today. Not…