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We had intended to publish a written note this week that we thought had some interesting analysis on energy sub-sector profitability over what we consider to be the 2021-2024 mini-cycle. But President Trump’s April 2 “Liberation Day” Rose Garden event squashed those publication plans. OPEC decided to add to the noise with its own surprise announcement that it would add additional volumes. As of the April 3 close, energy equities, oil commodities, and the broader stock market have been hit hard and we have pivoted this week to producing a short video podcast to share our thoughts. With the major caveat that we are one day into whatever this potential new paradigm is—and given our aversion to providing “hot takes” on the news of the day—we wanted to offer some initial long-term perspectives on macro developments, i.e., “long takes” so to speak.

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⚖️Disclaimer

I certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue.

📜 Credits

* Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato.

* This episode of Super-Spiked Videopods was edited and produced by Veriten Productions.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com