Our Research

We are increasing our NEE long from 1.2% to 3.0% in our Model Portfolio. See within. Timm Why now? The strategic logic of the NEE–D combination is compelling and increasingly clear. The transaction diversifies NEE’s…

…But now that we have your attention… probability weighted pricing scenarios within. If NEE were to puke more than low double digits (%) – think 12- 15% – we’d probably take another look here on…

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…

***…Email us for this one. We have explicit scenario ranges on both stocks*** A hypothetical NextEra (NEE; Long in Model Portfolio; Read On) – Dominion (D) combination (per several news outlets) would be the largest…

Full position details within. Recall these are marks for Love/ Hate Portfolio 10 (LHP10), which we initiated on Monday. These are purely sentiment/ technical driven shorter-term trading calls. Performance YTD (+550bps including LHP10): The FRMI…

Follow up post our initial note: Why are Shares of FRMI Up ~30% Today…. This is now, first and foremost, a fight over who gets to decide what FRMI becomes next. TO BE SURE… We…

As of ~12:15ET. Because the market Just priced in 90 Days of ‘oxygen’ for a stock that was massively shorted into the print (active SOL utilization more than doubled since early April). Does this fix…

Coming out of earnings, this seem to be topic du jour: If (oil) prices are this good, why doesn’t Texas look busier? The quick answer: Operators are all over the map. FANG is leaning in,…

The Schneider Capital Group YTD Return in the Commodity Trading Account (Chart presented w/o comment…) source: Interactive Brokers So naturally we had AI take a look and give us some thoughts… kind of funny actually…

Canada came after us with a vengeance – that is all we can say. Recall our model portfolio is an actively managed long/ short portfolio across the energy & utility sub-sectors (see within for full…

Please see within for our latest collection of 10 Longs (‘love’) versus 10 Shorts (‘Hate’) across the energy & utility sub-sectors. A few observations within. All entry marks as of ~16:00 ET on 5/11/2026. Historical…

Based on deltas in prediction markets over the past two weeks on (Read On). Tied to: 1) all news flow (as of ~17:00 ET today) since April 28th (timing of our first note: We Had…

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…

Now that we have your attention (and at the risk of sounding overly draconian), this seems to line up with comments from at least one large Texas operator coming out of earnings. What this actually…

A few key observations Flipping FRMI/ SEDG/ and SOC to Shorts from Longs in the prior Love/ Hate portfolio worked out well (+4.4%/ +10%/ +5.3%, respectively). APC (NOT Anadarko Petroleum) turned out to be a…