You’d this this man had a crystal ball, but alas, he just sees things crystal clear. All signal, no noise — Namzes has been on fire, across industries and asset classes. A must read for fun and prescient takes on short and long term cycles, both chart and fundamentally driven.

- WTIRealist

The Crude Chronicles takes a deep dive into the history of energy demand, public equity metrics, oilfield activity, and everything energy. There is not another publication that aggregates and analyzes such a broad, and long timeline of data, in a fun and approachable manner.

- WTIRealist

Rory publishes data-based agnostic energy market commentary crucial to understanding the constantly evolving macro landscape. His shrewd yet easygoing style is a welcomed balance in a sector that is overwhelmingly noise, and very little signal.

- WTIRealist

I don’t understand money markets (I barely understand oil), but the unfortunate truth is to cook up a global thesis (on anything), money flows matter money than anything — Concoda gets it, and articulates it well.

- WTIRealist