David’s Substack

Investors, Start Your Engines

Momentum left Energy behind in 2024. Why 2025 will be different.

Dec 31, 2024 • David Allen, CFA

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Physics > Futures

Hedge funds are betting on Crude at $50/bbl. Geology will get in their way.

Dec 17, 2024 • David Allen, CFA

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Permian Plateau

The long day's journey into night.

Dec 4, 2024 • David Allen, CFA

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October 2024

https://youtu.be/I26gHGoV2j8

So grateful to Stu Turley for inving on his EXCELLENT podcast!!

Oct 11, 2024 • David Allen, CFA

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August 2024

Quarters in the Tar

Picking up coins *after* the steamroller has passed

Aug 25, 2024 • David Allen, CFA

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May 2024

Somewhere, Under the Radar

Passive management and ESG screens leave many stocks under-owned

May 7, 2024 • David Allen, CFA

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February 2024

Sail This Boat For Free*

(*After purchasing it for $1 million.)

Feb 3, 2024 • David Allen, CFA

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