Open Insights

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

19

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

Two Chart to Contemplate on MLK Weekend

January 17, 2026

Jan 17 • Open Insights

14

1

1

December 2025

Stocking Stuffers: Peloton, Lululemon, and SeaWorld

December 23, 2025

Dec 23, 2025 • Open Insights

7

When Deeper Dives Reveal Hidden Truths: Peloton

December 13, 2025

Dec 13, 2025 • Open Insights

4

1

The Footrace at Fluor vs. NuScale

December 5, 2025

Dec 5, 2025 • Open Insights

13

3

November 2025

Every Generation Needs Their Bubble

November 21, 2025

Nov 21, 2025 • Open Insights

4