*Note: we are back from our temporary hiatus - we will be posting ~monthly, for the indefinite future*
Most subscribers are here because we’ve been contrarian & right -
We aren’t contrarian for contrarianism’s sake
We conduct independent analysis
And when our analysis looks different, we don’t hold back
One of our reports was cited in Bloomberg
Individuals from 60 unique Investment & Commercial Banks
Long-Only, L/S, Credit / Equity / Macro CIOs, PMs, MDs, & Analysts
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Readers come from 30+ Countries: ~50% Texas; 50% RoW
A few popular editions:
Magnolia Asset Review - December 18th, 2020
Chesapeake Ch.11 - June 30th, 2020
CDEV: Capital Structure Case Study - June 9th, 2020
Ring Energy: an RBL Case Study - May 8th, 2020
Beyond China - Feb 10th, 2020
Crude Dissonance - Mar 27th, 2020
Contagion & Crude - Jan 28th, 2020
Pandemic - Feb 25th, 2020
The Game Theory of a Price Collapse - Mar 10th, 2020
German Oil - Jan 24th, 2020
You won’t have to worry about missing anything.
Every new edition of the newsletter goes directly to your inbox - Tuesday - before American markets open.
Matt Sterett is the Editor.
Pierre Follea is a frequent contributor.
3x other individuals have participated - and will remain anonymous… for now at least.
Nothing here is investment advice - all communications from Reserve Report are solely for your informational purposes.