NEWS & COMMENTARY

Featured press and market commentary featuring Bustamante & Co.

NEWS & COMMENTARY

Comments on Energy Markets - US World Report & News - June 2024

Comments regarding oil and renewable energy in the second half of 2024 with thoughts on $SLB and $VLO.

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Comments on Inflation & Related Natural Gas Companies - April 2024

Comments on inflation picking back up in 2024 and related stocks that may see tailwinds. Tickers discussed: $NFG and $SU

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7 Energy Dividend Stocks to Buy - Sep 2023

Discussing oil and gas names with dividends and sharing thoughts on $VLO, $TTE, $BP, and $EOG

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Hedge Fund CIO Warning of 15%-20% Home Price Decline - October 2023

Featured article discussing recent home builders short and why the firm was keeping a close eye on home builders and ancillary companies into 2024 and the following year.

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Fox Business Comments Regarding Warren Buffet Purchase of DR Horton - August 2023

Comments regarding the recent purchase of D.R. Horton from Warren Buffet. 

Forbes Comments Regarding Carvana & Short Position - December 2022

In 2022, the firm was one of the first on Wall Street to openly call for Carvana to trade lower citing accounting irregularities among other material items. The initial target was $0 at the time when the stock was trading $160, it fell to less than $5 four months later.

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