Jeffrey J.

Yaupon invests across the full energy value chain including renewable energy, traditional energy and utilities. Yaupon believes that society is in the early stages of a megatrend of energy transition across the entire value chain. Technological changes create disruption where Yaupon believes it can profit from both winners and losers. Yaupon’s flexible investment strategies span multiple asset classes - equities, fixed income and commodities. https://www.yauponcap.com

Lead Analyst: Bascome Majors Sector: Logistics & Transportation Coverage includes: Parcel, Class I Railroads, Truckload, LTL, Asset-Light, Brokers, and Transport Capital Equipment. Tickers: FDX, UPS, UNP, KSU, NSC, CSX, CP, CNI, KNX, WERN, SNDR, JBHT, ODFL, SAIA, FWRD, TFII, HUBG, LSTR, XPO, GXO, CHRW, EXPD, TRN, GBX, GATX

Assisted Prof. Cary Coglianese in economic research Synthesized large datasets with R and Excel in order to better understand effects of federal regulation on measures like the Gini coefficient and GDP Read and analyzed academic articles to better understand the costs and benefits of current American regulation system within the context of Crain & Crain's (2012) flawed methodology and erroneous $2 trillion dollar cost of regulation estimate