Risk/Reward Monitor

An Update On Sable Offshore, Waiting On Calumet & Tax Loss Opportunities In Offshore Oil Services

Things have been hectic for the last couple weeks on my end, but I wanted to write an update on a couple things I have been watching lately. I won’t be ranting about Fartcoin (which is up 10x in the last month and valued at $500M), or any of the other madness that is going on in markets these days, but it is an interesting to watch some of this stuff from a distance. It looks euphoria to me, but before I get derailed, let’s get right into it.

Sable Offshore: Close, But No Cigar (Yet)