Sunday Tisch, Tisch
By Paul Sankey
Published on November 23, 2025 at 10:37 PM
Sorry I am late today, the “weekly” video took an eternity for my man in Mexico to upload to YouTube. I was waiting for that. Yesterday we sent you a note covering the comments made by Mark Viviano regarding Kimmeridge’s latest activist moves, on Coterra and Devon. “Kimmeridge Coal & Texas Tea”. Given you had that reading matter for you to consider this weekend, let’s say we covered oil for the week. Today’s note is …