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Best take from the COG | XEC Deal

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May 25

“We are masters of the unsaid words, but slaves of those we let slip out” - Winston Churchill

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May 18

“Our goal is to make money, and not creating problems for society” DarkSide

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May 11

Aramco, and the bee-tee-cee basis trade

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May 4

“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”

Apr 28

“…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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Apr 20

“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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Apr 13

“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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Apr 7

“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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Mar 30

“The financial services industry is duping the American public with pro-environment, sustainable investing practices” - Tariq Fancy [former BlackRock C…

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Mar 23

“...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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Feb 23

“The East Texas oilfield looks today a bit like the Samotlor field in Siberia” - Javier Blas

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Feb 16

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