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SO(H), What's Next?

Apr 17, 2026

SO(H), What's Next?

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Grifting Away

Apr 14, 2026

Grifting Away

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There Are Lies, Damned Lies, and the Price of Oil

Apr 13, 2026

There Are Lies, Damned Lies, and the Price of Oil

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Are Futures Telling it "Strait"

Apr 10, 2026

Are Futures Telling it "Strait"

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Guest Edition

Apr 8, 2026

Guest Edition

Gavekal's Tom Holland

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Coal: The Rumors of Its Demise Have Been Greatly Exaggerated

Apr 7, 2026

Coal: The Rumors of Its Demise Have Been Greatly Exaggerated

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More Cash-Accumulation Ahead?

Apr 6, 2026

More Cash-Accumulation Ahead?

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A Much Lower-Risk Way to Hit Iran Where It Hurts

Apr 2, 2026

A Much Lower-Risk Way to Hit Iran Where It Hurts

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Maybe a Zero Geopolitical Risk Premium Wasn't Right After All

Apr 1, 2026

Maybe a Zero Geopolitical Risk Premium Wasn't Right After All

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