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Economic Warfare & Energy Security
“This aggression will not stand, man” - The Dude
 • 
Matt Sterett
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
February 2022
May 2021
Cimarex | Cabot
Best take from the COG | XEC Deal
 • 
Matt Sterett
 and 
Pierre Follea
Chipping Away
“We are masters of the unsaid words, but slaves of those we let slip out” - Winston Churchill
 • 
Matt Sterett
 and 
Pierre Follea
Cyberattacks & Rocket-fire
“Our goal is to make money, and not creating problems for society” DarkSide
 • 
Matt Sterett
 and 
Pierre Follea
FANG Reports
Aramco, and the bee-tee-cee basis trade
 • 
Matt Sterett
 and 
Pierre Follea
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
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
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
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
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