With the violent markets and noise, we are reluctant to chase the puck week-by-week, and so we step back almost entirely into a long term thematic: Chevron Tengizchevroil, and a really positive view of Chevron here. That thematic is linked as a pdf just below, hope you enjoy. The key section is highlighted in the contents under the imaginative title “Key Section”. Essentially, the genesis & core of this note was Greg Bordelon going back … Continue reading Sunday Thematic: Chevron’s Caviar Inflection