Markets shift gears—less momentum, more margin of safety
Lenses Show Evolving Market Convictions as Tariff Fade and Healthcare Surge
Oil Prices Surge as Investors Fear Supply Disruptions
Energy and Materials Outperform as Equity Markets Slip
Stocks Head For A Third Week of Gains on Positive Inflation News
Oil and the Fed Spur De-Risking
Oil Production Cuts Put Energy in the Fast Lane
Energy And Macro Drive Markets into A Short-Lived Rally
Alpha Opportunity Available Despite Falling Oil Prices Driving Macro Moves
Energy Continues to Rebound With Economic Uncertainty Ahead
Is “Oil Risk” Making a Comeback?
An Energy-First View of the World
The Crash in Oil Presents a Singular Opportunity
Revisiting Oil & Gas + Value
Oil & Gas
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