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Subs: AIG

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Misconceptions Continue….

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Subs: Chesapeake (updated)

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Subs: Primoris

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Subs: Friday’s Links…(Updated with Bass video)

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Subs: Earnings Calls

I wanted to place the call notes for both of these together as the commentary regarding the health of the industry is similar….

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Job Openings Have Stalled…..Warning?

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Subs: Vishay

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Subs: Oil: “Glut”, Tariffs and The Permian

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Humans Are Information Beings-The iPhone Promotes Democracy. China’s Leadership Will Not Succeed In Controlling Its Citizens

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Subs: Podcast Up

Apologies…. though this was posted Friday. here are the questions from Friday’s podcast

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Subs: Seritage

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Low Inflation & High Employment…. Tariff Impacts?

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Subs: Compass

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Subs: Williams

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