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Economic Warfare & Energy Security
“This aggression will not stand, man” - The Dude
Matt Sterett
Mar 16, 2022
3
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Economic Warfare & Energy Security
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Rubles, Rubble, Ruin
"So the universe is not quite as you thought it was. You'd better rearrange your beliefs, then. Because you certainly can't rearrange the universe" …
Matt Sterett
Mar 7, 2022
5
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Rubles, Rubble, Ruin
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February 2022
Self-Sanctioning
“It is a matter of life and death. So the EU will provide weapons for Ukraine’s armed forces. It is the moment to stand up and to speak out” - Josep…
Matt Sterett
Feb 28, 2022
3
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Self-Sanctioning
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Like Moths in the Fire
“... in moments of crisis our thoughts do not run consecutively but rather sweep over us in waves of intuition and experience...” - John Le Carré Russia
Matt Sterett
Feb 22, 2022
2
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Like Moths in the Fire
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May 2021
Cimarex | Cabot
Best take from the COG | XEC Deal
Matt Sterett
and
Pierre Follea
May 25, 2021
1
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Cimarex | Cabot
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Chipping Away
“We are masters of the unsaid words, but slaves of those we let slip out” - Winston Churchill
Matt Sterett
and
Pierre Follea
May 18, 2021
1
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Chipping Away
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Cyberattacks & Rocket-fire
“Our goal is to make money, and not creating problems for society” DarkSide
Matt Sterett
and
Pierre Follea
May 11, 2021
1
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Cyberattacks & Rocket-fire
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FANG Reports
Aramco, and the bee-tee-cee basis trade
Matt Sterett
and
Pierre Follea
May 4, 2021
1
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FANG Reports
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April 2021
The Penn Virginia Doubletake
“Occasionally people will look at me and do a doubletake and they'll look at me like they're trying to think where they know me from”
Pierre Follea
Apr 28, 2021
1
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The Penn Virginia Doubletake
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Substantive Shifts
“…from ESG - tweeting that it is ‘the paper straw of investing’ because it’s ‘symbolic, not substantive’ - to SPACs: ‘There’s so much dog sh*t there…
Matt Sterett
and
Pierre Follea
Apr 20, 2021
1
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Substantive Shifts
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Dissent within the Party
“I always thought of economics as a quantitative field and when I hear people talk about why this is the right thing to do, they say things like ‘we…
Matt Sterett
and
Pierre Follea
Apr 13, 2021
1
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Dissent within the Party
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The Great Permian Parlay: PXD | DoublePoint
“You don’t want to do an extension or fringe, you have to be in the areas with truly low break-evens” - Cody Campbell
Matt Sterett
and
Pierre Follea
Apr 7, 2021
1
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The Great Permian Parlay: PXD | DoublePoint
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