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Effective immediately we have made weighing adjustments in the Model Portfolio for FANG/ LNG/ PR as follows: FANG (LONG) to a 5% weight from a 9% weight. Total return since inception on January 9th ~20.5%….

Ignore that title if this turns out to be a one-to-two week ‘nothing-burger’ BUT we’ve spent the past few hours going down various ‘rabbit holes’ around the Iran crisis and more specifically the 1) Strait…

As a side note, we’ve already heard a bunch of comparisons of Operation Epic Fury (OEF) to Operation Iraqi Freedom (OIF). Having spent a fair bit of time on the ground in Iraq around that…

…or buy some Private Energy (or Adjacent)? PLS FILL OUT —-> https://www.surveymonkey.com/r/Y9673PM One question. 100% anonymous via surveymonkey. Now that we have your attention… Saturday morning is much busier than we expected with the current…