Trade Notes
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
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Company structure, debt, the multiple, and where new nuclear actually gets built vs. where it's just a press release.
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The new demand column the gas market isn't pricing — and why the near term is a gas story, not a nuclear one.
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Shell's bull case vs. the phantom-demand bears, the Gulf-war overlay, and where the undervalued domestic supply and transport actually sit.
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The master note: the oil-to-gas rotation, the Shell-vs-bears LNG demand debate, the Gulf-war overlay, and the single 2027 Henry Hub print the whole bet is gated on.
Trade Notes
Second trade of the portfolio was executed this AM. Visit the site to get the full details and let me know if you have any issues or questions. members.dandicker.com/mep-trade-alert-7-2-26/ dan@dandicker.com
Trade Notes
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Trade Notes
Here it is - the first trade of the new portfolio. Still time for you to get in 'on the ground floor'. Before the portfolio has moved. You might still be questioning the cost. I understand. I'll say it again, I think this first trade will get
Trade Notes
Members-only trade note - full entry, sizing and rationale inside.
To everyone on this list — including those of you who've been reading me for a decade or more. This one's worth your two minutes. This is one helluva set-up. 45 years trading oil, and I've never seen anything like it. The Iran '
The contours of the US–Iran deal are out and I can say it freely — BOY did I have this wrong. Not that the deal wasn't going to be one-sided. No. It always was. It was that Trump was going to make the Iranians an “offer they
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This is Matrix Energy Partners, a brand new site by Dan Dicker that's just getting started. Things will be up and running here shortly, but you can subscribe in the meantime if you'd like to stay up to date and receive emails when new content is