Outsider Club Articles
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Oil and the Axis of A-holes
Written by Briton RylePosted October 2, 2024
Did the Saudis really think Vladimir Putin would play by the rules?
Strikes, Strikes and Floods
Written by Christian DeHaemerPosted October 1, 2024
The price of crude jumped today due to an escalation of war in the Middle East. WTI is up 3.8% as I write this.
Don’t Fight the Fed!
Written by Briton RylePosted September 30, 2024
The stock market outlook for the rest of the year is about as simple as it gets
Tour of a Fracking Well
Written by Christian DeHaemerPosted September 27, 2024
I just spend the day at a drill rig on the plains of Colorado run by Prairie Operating Co. (PROP).
There's a Storm Comin'
Written by Briton RylePosted September 26, 2024
The Weather app on my phone is sending all kinds of warnings
Private Equity, the Next Black Swan
Written by Christian DeHaemerPosted September 25, 2024
The problem is that there aren't any SPACs or IPOs. There were over 1000 IPOs in 2021 this year there will be 146. PE firms are having to hold onto the deals for longer.
The Nuclear Bull Market is Here!
Written by Briton RylePosted September 24, 2024
Bubbles are great for making loot, provided you get in ahead of the crowd
Legacy of a Texas Oil Man
Written by Christian DeHaemerPosted September 23, 2024
Texas now produces more energy from solar and wind than any other state
Huge Nuclear Deal
Written by Briton RylePosted September 20, 2024
The power bull market is just getting started…
Red Hot FOMO Coming Through
Written by Christian DeHaemerPosted September 19, 2024
Free money creates distortions in the market. In 2000 it was internet stocks. In 2008 it was the housing market. In 2025 something will break.
The Fed is Worried about Jobs
Written by Briton RylePosted September 18, 2024
The trajectory for unemployment has been pretty obvious since April
Wrong Time to Buy a House in the Country
Written by Christian DeHaemerPosted September 17, 2024
The problem is that the sums paid for these places before COVID-19 were 50 to 80% cheaper.
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