Texas · macro and trade
Texas: the quarter the refiners took
Twenty seven Texas companies reported. Energy, power, and freight raised guidance. Housing cut it. One state, two economies, and the line between them.
Texas market research · Houston
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San Jacinto Capital is where Old San Jacinto LLC publishes its internal analysis: Texas counties, Texas companies, the macro picture, and the trade that moves through the state. Free to read and provided for the benefit of our readers, with the sources on the page and our positions stated at the top.
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Texas: the quarter the refiners took
Twenty seven Texas companies reported. Energy, power, and freight raised guidance. Housing cut it. One state, two economies, and the line between them.
Macro and trade
The economy, trade, policy, and anything else that is not one place or one company. These carry no pin.
Texas: the quarter the refiners took
Twenty seven Texas companies reported. Energy, power, and freight raised guidance. Housing cut it. One state, two economies, and the line between them.
Texas housing: what is overvalued, fair, and cheap
Eight Texas markets scored the same way on income, rent, supply, the 2022 peak, and demand. Four come out overvalued, four fair, and none cheap.
Texas: supplier of last resort, buyer of first resort
The state set a power demand record in July while shipping record crude and LNG to a world short of both. What is pulling the other way, and how hard.
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County index
Every pinned piece. See them on the map.
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The internal analysis of Old San Jacinto LLC, a Houston company that invests its own capital, published as it is written. Each piece starts from the primary record, the filing, the permit count, the port's tonnage report, and says where every number came from. When we hold a position in something we write about, it is the first thing on the page.
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