Open Insights

Iran's Running Out the Clock

May 1, 2026

May 1 • Open Insights

127

5

15

April 2026

Visible Oil Inventories Start to Draw

April 24, 2026

Apr 25 • Open Insights

38

2

1

Our Q1 2026 Letter & Look Ahead: Oil, Iran, OXY & PTON

April 17, 2026

Apr 17 • Open Insights

9

1

Oil's Hopium at $70/bbl

April 3, 2026

Apr 4 • Open Insights

32

2

1

March 2026

When They Decide to Burn it All Down

March 26, 2026

Mar 27 • Open Insights

15

Doubling Down on Iran and OXY

March 20, 2026

Mar 20 • Open Insights

5

1

Welcome to Iran's Hurt Locker

March 13, 2026

Mar 13 • Open Insights

20

2

Iran: The Beatings Will Continue, Until Oil Prices Improve

March 5, 2026

Mar 5 • Open Insights

11

2

February 2026

OXY Resets the Narrative in Q4 for 2026 and Beyond

February 23, 2026

Feb 23 • Open Insights

4

Palantir's Air Pocket

February 11, 2026

Feb 11 • Open Insights

12

Peloton's Q2: For Want of a Nail . . .

February 6, 2026

Feb 6 • Open Insights

7

January 2026

Our Q4 2025 Letter & Look Ahead: Oil, OXY & PTON

January 26, 2025

Jan 26 • Open Insights

12

7

1