Operating Note: 8.13.25

Aug 13, 2025

∙ Paid

Morning Note | 8.13.2025

Good morning to my paid community.

Here’s my morning note for today.

Hope it helps. Please don’t hesitate to be in touch about any adjustments or additions that would help to make this part of what I provide more useful.

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Overnight risk appetite improved as Treasury yields eased and energy slid toward new lows. For operators a…

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