Open Insights

A Trifecta: Reasons the US Would Attack Iran

Iran / Israel War - In for a Penny, In for a Pound

A Quick Look at CVE as MEG's M&A Suitor

Strathcona's Acquisition of MEG, What's the Real Price?

Strathcona's Takeover for MEG? I Love You . . . FOREVER

Peloton's Hamilton Moment . . . in 3 Months

OXY's Q1 Review: White Knuckling the Ride

OPEC+ is Dead, Long Live the King

Our Q1 2025 Letter & Look Ahead

The Market Beatings Will Continue, Until Morale Improves

Can Trump and the Market Thread this Needle?

Quad City Here We Come: Stagflation & Oil