MEP Portfolio Update - 10/27/26
See the link attached
See the link attached
Small option move
Please click on the link to read
Two portfolio names and my current thoughts on them
A Trader betting on a Trader
Members-only trade note - full rationale inside
A new addition to the portfolio -
How to get in on the NEXT trade
Our first trade did it's job well. Time to cash it in.
Bonds and Oil and what they have in common
Apologies - this alert should have gone out Wednesday AM. GOOD NEWS! - you make more $$ than I do. MEP Trade Alert 9/3/26Our first trade is booked.Matrix Energy PartnersDan Dicker
Our first trade is booked.
Updates
Matrix Energy Partners Quarterly Report
🚨Jeff Currie: "I'd argue in my entire career, I have never seen an energy environment this tight." The US SPR sits near a 43-year low, with barely 19 million barrels of cushion above the operating floor Refining margins just hit a record $60+ a barrel,
Full trade details at the link below: members.dandicker.com/mep-trade-alert-7-23-26/ dan@dandicker.com
Full Trade details below
The first trade already worked
Latest MEP trade - CLICK THIS LINK: https://members.dandicker.com/mep-trade-alert-7-20-26/
Trade link below
Trade Notes
“Members-only trade note — full entry, sizing and rationale inside.”
Research
A pullback inside a young upcycle, the China supply restart, and whether the multi-year shortage still holds. Deep dive plus supply supplement.
Research
Supply growth, LNG takeaway to 20 Bcf/d, AI power demand — and whether the independents are overproducing again or scaling with discipline.
Trade Notes
Members-only trade note - full entry, sizing and rationale inside.