Our Research

February 3, 2023

This Chart Got a Lot of Attention on Social Media This Week…

By Timm Schneider

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February 2, 2023

The Energy ‘Shake Weight,’ Oil (Price) over Gas, and a New Leverage Paradigm? EPD’s Call Had It All.

By Timm Schneider

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January 31, 2023

‘Refine, Combine, Streamline’

By Timm Schneider

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January 30, 2023

‘Shares on Loan’ Analysis for the Energy & Utility Sectors (January 30th 2023)

By Timm Schneider

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January 29, 2023

Who Dey Think Gonna Beat Them Bengals… The Weekly Energizer… by Schneider

By Timm Schneider

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January 27, 2023

Back From Houston… But With More Questions Than Answers

By Timm Schneider

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January 23, 2023

‘Shares on Loan’ Analysis for ENERGY and UTILITIES 1-23-2023

By Timm Schneider

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January 22, 2023

The Weekly Energizer… by Schneider (Jan 22 2023)

By Timm Schneider

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January 19, 2023

Threading the Capital Allocation Needle… Our Thoughts on the KMI Earnings Call

By Timm Schneider

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January 14, 2023

Some Weekend Reading… Revisiting our Energy Privatization Thesis…

By Timm Schneider

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January 13, 2023

Taking a Closer Look at ‘Shares on Loan’ (SOL) Utilization in the Utility Sector as of January 13th

By Timm Schneider

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January 13, 2023

Winner Winner Chicken Dinner…?! Performance Set-Up Into Q1’23

By Timm Schneider

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January 12, 2023

Taking a Closer Look at ‘Shares-on-Loan’ for the Energy Sector

By Timm Schneider

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January 9, 2023

The Weekly Energizer… by Schneider (January 8th 2023)

By Timm Schneider

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January 6, 2023

Taking a Closer Look at ‘Shares on Loan’ (SOL) Utilization in the Utility Sector

By Timm Schneider

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