Crumpert
AAPLLoadingMSFTLoadingNVDALoadingGOOGLLoadingAMZNLoadingMETALoadingTSLALoadingSPYLoading
Marcus Reed

Energy and commodities

Marcus Reed

Oil, gas, uranium, and miners through the lens of supply discipline and capex cycles.

Verified@marcusreed1,780 subscribersSince Jun 2020

Ticker linker

Type a ticker, get a linked price card

Creators can drop tickers into a note and Crumpert turns them into delayed quote cards for readers.

Active trades

Subscriber-only trade list

Paid subscribers can view active tickers, entry prices, and creator trade notes.

2 notes XLE focused letter2-8 weeks average holdPosition sizing
FreeCommodity briefXLEApr 23

XLE Watch: Energy Setup I Am Tracking

Marcus Reed breaks down the current XLE setup, the key level that matters next, and what would make the thesis stronger.

BullishHigh convictionHigh risk 9 min read
XLXLELoading delayed quote
Read full note
PaidPremium noteXLEApr 22

Premium: XLE Risk Map and Subscriber Notes

Subscribe to unlock Marcus's full XLE risk map and subscriber-only comments.

BullishLow convictionLow risk 12 min read
XLXLELoading delayed quote
Subscribe to read