Best take from the COG | XEC Deal
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“We are masters of the unsaid words, but slaves of those we let slip out” - Winston Churchill
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“Our goal is to make money, and not creating problems for society” DarkSide 
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Aramco, and the bee-tee-cee basis trade
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“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”
“…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,’”…
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“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 re…
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“You don’t want to do an extension or fringe, you have to be in the areas with truly low break-evens” - Cody Campbell
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“The only reason oil is higher is because Saudi has defended the price by cutting production. Demand hasn't come back. So the thesis we're putting on t…
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“The financial services industry is duping the American public with pro-environment, sustainable investing practices” - Tariq Fancy [former BlackRock C…
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“...politicians & economists have switched from a view that large budget deficits are highly irresponsible to view that anything but.... is highly irre…
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“The East Texas oilfield looks today a bit like the Samotlor field in Siberia” - Javier Blas
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