Trudging through the impact of the SVB crisis at an investor conference, the agenda segued to investment themes at hand. My energy presentation felt like a “Lord of the Rings” version relative to the rest of the room.
In December, Dallas Committee on Foreign Relations hosted the Honourable Scott Morrison, prime minister of Australia (2018-2022) for its annual holiday dinner. It was a spectacular show of global affairs Texas-style. People really showed up for this.
Disruption is happening in oil and gas in unimaginable ways. North Texas leaders—astute, seasoned or young—are leaning into a cresting wave of opportunity in energy.
Seeking Alpha’s Investor Summit in NYC featured a full day of macro economic, energy, AI, crypto and other investment themes and approaches to manage portfolios.
On a temperate mid-January day, I flew South to the Texas Triangle with chief executive Randy Kendrick to visit Sandow Lakes Ranch. I liken his development to the best case of reindustrialization and circular economy envisioned. Many hands were involved and forces at play…
