by Jakub Rochlitz
Rising oil profits open windfall tax debate
The escalation of the conflict with Iran has once again shaken energy markets. Brent crude prices...
by Jakub Rochlitz
Reopening the Strait of Hormuz will not fully restore oil and gas supply
Recent news is giving contradictory information about the situation between the United States and...
by Lale Akoner
Markets Under Pressure as Risks Shift to Growth
Analyst Weekly, March 30, 2026 Last week’s losses signal an increasingly fragile market backdrop...
by Lale Akoner
Navigating an Energy-Led Market Regime
Analyst Weekly, March 23, 2026 Markets are increasingly being driven by a single force: energy....
by Bret Kenwell
Deep Dive: Banking With JPMorgan
JPMorgan stock has stumbled 15% from its highs, as this high-quality bank saw its valuation...
by Lale Akoner
The End of Easy Hedges
Analyst Weekly, March 16, 2026 Markets had a rough realization lately: the playbook investors...
by Bret Kenwell
Deep Dive: Checking the Score on FICO
FICO stock has been crushed, falling more than 50% from its highs. The Daily Breakdown digs into to...
by Jakub Rochlitz
How high could oil prices rise?
Oil markets opened the week with a sharp jump. Brent crude rose more than 25% since Friday and...
by Lale Akoner
Barrel Risk
Analyst Weekly, March 9, 2026 Last week we wrote about how markets were waking up to...