Chris DeMuth Jr.

Chris DeMuth Jr.

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Event-driven/merger-arbitrage investor and podcaster; frequent M&A special-situations commentary.

California Gas Prices Poised to Climb Past $6 per Gallon
SocialMay 11, 2026

California Gas Prices Poised to Climb Past $6 per Gallon

Think $6 Gas Is Bad? It’s About to Get Even Worse in California https://t.co/9uG3o8qsPg “Democracy is the theory that the common people know what they want and deserve to get it good and hard.” ― H.L. Mencken

By Chris DeMuth Jr.
Weather Excuses Mask Underlying Performance Issues, LQDA at Risk
SocialMay 6, 2026

Weather Excuses Mask Underlying Performance Issues, LQDA at Risk

UTHR's "Typical historical seasonality trends persisted in the first quarter, in addition to severe winter weather..." is one of my favorite BS excuses. It is a great short screen. It will be interesting to see if LQDA suffers from...

By Chris DeMuth Jr.
Sable Offshore Boosts California Crude Supply 17%
SocialMar 16, 2026

Sable Offshore Boosts California Crude Supply 17%

“Sable Offshore ( $SOC ) is putting California consumers first by increasing domestic supply of crude oil into the California market by ~17% and we look forward to continuing to execute as so ordered by the Defense Production Act executed...

By Chris DeMuth Jr.
California Gas Prices Spike, Prompting Trump EO Talk
SocialMar 9, 2026

California Gas Prices Spike, Prompting Trump EO Talk

Californians: what prices are you seeing at the pump? Could be the right moment for @realDonaldTrump to issue $SOC EO. Getting oil through Hormuz past the Iranians easier than getting it to California past @CAgovernor et al.

By Chris DeMuth Jr.
Judge Andrews' Delay Feels Like Being the Last Pick
SocialFeb 27, 2026

Judge Andrews' Delay Feels Like Being the Last Pick

Waiting for Judge Andrews to make his $LQDA decision is like being the fat kid waiting to get picked only after the captains have picked everyone else first... https://t.co/LtzJmQ7O7t

By Chris DeMuth Jr.