Companies Overview
In this over-view we outline the parameters of considering oil company valuation. Basically Asset PV of future free cashflow x management quality = market value… Continue reading
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Xi-unday Sankey 9/12/21
In this note, natgas hedging exposure (oops) and a China focus. My S&P500 sentiment Twitter survey yielded a result that is spectacularly unhelpful, lol. Pretty much 50:50 bullish/bearish. All I can say is that it seems I got the categories right, given an almost exact balance between the four choices. One observation made by a major market maker to me this past Friday was that the market absorbed a ton of paper last week, between […]