Oil Majors Flirt With Electricity As power generators such as Vistra soar, oil-and-gas giants are dipping their toes into a business where they have some natural advantages.

All the makings of a data center boom in west texas, somewhere Murray Stahl is smiling

www.wsj.com/business/ene...

or maybe its just a delay tactic to get to jan 20

pure tears

would be so poetic

at 50% below normal mortgage volume, just sayin

Last week pouring some salt in the wounds of any large cap managers who don't peg to index weights to lower tracking error, big hole YTD from such a small group

this limits incremental margins and does not address the zone decline, but the company can continue to buy back stock hand over fist

this seems more benign for the internet registry operator than many had maybe feared

www.sec.gov/ix?doc=/Arch...

love the thesis on the newly issued TPL cousin, but sentiment got awfully hot, awfully fast

One of the Hottest Stocks in the Oil Patch Is a Defunct 19th-Century Railroad A new approach to wringing cash from its swath of desert has Texas Pacific Land shares soaring.

Bloomberg yesterday, WSJ today, not great Bob

www.wsj.com/business/ene...

Mubadala Capital to Take CI Financial Private via Premium, All-Cash Offer CI Financial has entered into an agreement with Mubadala Capital to take CI private; transaction implies an enterprise value of about C$12 billion.

$CIX.TO take private at multiple well below US RIA peers getting, how fast before they try and arbitrage the Corient value?

www.businesswire.com/news/home/20...

Hard agree with Dev Kantesaria take on the Grant's Podcast that over reliance on consensus forward earnings/multiples will lead to mistakes, very few easy bargains just sitting out there right now

No idea on the path of rates, but cost not the only driver of mortgage volume, might me spread sheet crime but can build awfully strong earnings revision case over coming years for a number of stocks $EFX $ORI $FICO

This has to be the most over hyped cabinet selection on record right?

as a friend rightly said recently, "you were humping it before it was a cool stock, now its a consensus cool stock" but execution still on point

and total loss frequency driving growth secularly

used car price declines are not crushing ASPs

IAA/$RBA is not taking major share

$CPRT Q results throwing cold water all over a couple negative narratives swirling around the stock