Trade Notes

MEP Portfolio ALERT - 6/29/26

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 you back your subscription - and more - and it won't take long.

But that's all I'll say. The rest is up to you. Would love to see you as a Matrix Energy Partners founder.

dan@dandicker.com

MEP Trade Alert - 7/14/26

“Members-only trade note — full entry, sizing and rationale inside.”

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.

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.

MEP Trade ALERT - 7/9/26

Members-only trade note - full entry, sizing and rationale inside.

Read more

MEP Trade Alert - 7/14/26

Lithium — Is the Recovery Real?

The 2026–27 Natural Gas Glut Thesis

MEP Trade ALERT - 7/9/26