MEP Portfolio Update 7/23/26
Full trade details at the link below: members.dandicker.com/mep-trade-alert-7-23-26/ dan@dandicker.com
Dan Dicker
MEP Trade Alert - 7/23/26
Full Trade details below
Matrix Energy Partners Update: The First Trade Already Worked
The first trade already worked
MEP Trade Alert - 7/20/26
Latest MEP trade - CLICK THIS LINK: https://members.dandicker.com/mep-trade-alert-7-20-26/
MEP Trade Alert 7/20/26
Trade link below
Trade Notes
MEP Trade Alert - 7/14/26
“Members-only trade note — full entry, sizing and rationale inside.”
Research
Lithium — Is the Recovery Real?
A pullback inside a young upcycle, the China supply restart, and whether the multi-year shortage still holds. Deep dive plus supply supplement.
Research
The 2026–27 Natural Gas Glut Thesis
Supply growth, LNG takeaway to 20 Bcf/d, AI power demand — and whether the independents are overproducing again or scaling with discipline.
Trade Notes
MEP Trade ALERT - 7/9/26
Members-only trade note - full entry, sizing and rationale inside.
Trade Notes
MEP Portfolio Update 7.7.26
Folks, I want to walk you through how I’m actually building this book, because the specific selections and allocations aren't nearly all there is to it – Of course, one must time entries and exits well, but the overall structure is just as critical. There were three initial
Research
The New-Nuclear Map & Generator Deep Dive
Company structure, debt, the multiple, and where new nuclear actually gets built vs. where it's just a press release.
Research
AI Data Centers, Natural Gas & the Power Anchor
The new demand column the gas market isn't pricing — and why the near term is a gas story, not a nuclear one.