The EPD setup the barrel bears miss
Subscribers get the full thesis, the levels, and my positioning on EPD. Subscribe to read on.
Midstream & income
Pipelines, coverage ratios, and durable distributions for income-minded investors.
Ticker linker
Creators can drop tickers into a note and Crumpert turns them into delayed quote cards for readers.
The verified record above is public. Subscribe to see live calls as they open — entry, conviction, settlement, and the full thesis.
Subscribers get the full thesis, the levels, and my positioning on EPD. Subscribe to read on.
Inventories are drawing faster than the curve implies — backwardation tells the story.
Inventories are drawing faster than the curve implies — backwardation tells the story.
Subscribers get the full thesis, the levels, and my positioning on KMI. Subscribe to read on.
Inventories are drawing faster than the curve implies — backwardation tells the story.