Credit Bubble Stocks

Wednesday, December 3, 2025

Q3 2025 Earnings Links

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RCI Hospitality Holdings, Inc. (Nasdaq: RICK) today announced the acquisition of all the shares of RCI stock owned by ADW Capital Partners, ...
Monday, December 1, 2025

December 1st Links

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Without a meaningful drop in US crude oil production in 2026, the global oil market rebalancing will be stalled. The other way to think abou...
Monday, November 17, 2025

Monday Morning Links

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Titanium is the canonical process opportunity of the 21st Century, it sits well outside the economy for such an abundant material a clear si...
Wednesday, November 12, 2025

Suncor Energy (SU) - Q3 2025 Conference Call

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Highlights from Suncor's Q3 2025 conference call: Upstream production, 870,000 bbl a day in the third quarter, far and away our best thi...
Tuesday, November 11, 2025

Oil Supply & Demand Links

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Supply Curve for Oil: Shale, Canadian, Venezuela By and large, US E&P companies keep beating their own oil quarterly production targets,...
Friday, November 7, 2025

Friday Night Links

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The true business of oil majors is fuels. Gasoline, the most important of those fuels, and used primarily for regular cars, represents 50% o...
Friday, October 31, 2025

Friday Night Links

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One day, everything in the world economy will be priced in Bitcoin. Or, one day, Bitcoin will be regarded as the biggest bubble that ever wa...
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