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Energy Transition
Paul Sankey

BP Results: Beat? Miss? Who Cares, Fire the Board

Let’s face it, BP can’t miss. The stock sucks. It is just about the worst performing on the FTSE 100 this year, which is hardly a stellar market. Our Q3 results call here is: change the BP board. Somebody has to be held responsible for the performance of this once-great British company, whose last move was to fire the CEO for sexual misconduct. Hardly a “bravo!” for that, especially not as the board then defaulted

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Paul Sankey October 29, 2024 8:16 AM
Energy Transition
Greg Bordelon

Model Portfolio Update: 10/27/24

The model portfolio was up 43 basis points on gross market value (GMV) last week, bringing year to date performance up to 14.3% on GMV.  The book’s defensive posturing vis a vis energy and a handful of earnings reports kept the book in the green for the week. Risk aversion on Monday started the week in our favor as our net short positioning in Energy started the book in the green.  On Tuesday, a rebound

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Greg Bordelon October 27, 2024 7:00 PM
Energy Transition
Greg Bordelon

Model Portfolio: Two Turntables and a Microphone

SUMMARY Positive week with unchanged book thanks to earnings and natural gas Introducing our totally unscientific Bullish Spectrum NOV, OPEC, and Sun Tzu Matterhorn vs ethane Torrent of earnings next week risks Halloween haul PERFORMANCE The model portfolio was up 43 basis points on gross market value (GMV) last week, bringing year to date performance up to 14.3% on GMV. The book’s defensive posturing vis a vis energy and a handful of earnings reports kept

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Greg Bordelon October 27, 2024 6:00 PM