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How Gulf Oil Is Escaping the Strait of Hormuz
Gulf oil producers are finding new ways around the Strait of Hormuz, but bypassing the world’s bigge...
British Pound steadies as weak US data counters Iran risk
The Pound Sterling steadies on Tuesday as geopolitical tensions rise in the Middle East, while housi...
Jeff Currie: Forget $91 Brent, The Real Crisis Is $170 Diesel
Brent at $90.94 looks almost civilized. Jeff Currie thinks that is exactly the problem: everyone is ...
Canada: Labour market steadying with modest improvement – RBC
Royal Bank of Canada (RBC) economist Nathan Janzen notes that Canadian labour markets showed further signs of stabilisation in June, following a stronger improvement in May. Employment rose modestly, ...
Do You Believe in Warrior Met Coal’s (HCC) Growth Trajectory?
Black Bear Value Partners, an investment advisory firm, issued its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Black Bear Value Fund lost -3.6% in March, brin ...
Tidewater (TDW): Constructive Long-term Fundamentals Outweigh Short-Term Concerns
Black Bear Value Partners, an investment advisory firm, issued its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Black Bear Value Fund lost -3.6% in March, brin ...
Does Builders FirstSource (BLDR) Offer an Attractive Risk-Reward Opportunity?
Black Bear Value Partners, an investment advisory firm, issued its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Black Bear Value Fund lost -3.6% in March, brin ...
Does Core Natural Resources (CNR) Offer an Asymmetric Opportunity?
Black Bear Value Partners, an investment advisory firm, issued its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Black Bear Value Fund lost -3.6% in March, brin ...
A Once-in-a-Decade Opportunity: 3 Magnificent S&P 500 Stocks Down 29% to 42% Buy Right Now
Technology and AI stocks are stealing most of the market's attention, but these three "boring" stocks offer outperformance potential.
European Commission finds Meta's Facebook and Instagram to be addictive
3 Consumer Stocks with Questionable Fundamentals
Most consumer discretionary businesses succeed or fail based on the broader economy. Unfortunately, the industry’s recent performance suggests demand may be slowing as discretionary stocks’ 1.6% retur ...
IEA Cuts Russia's Oil Production Forecast Due to Ukrainian Attacks
Russia's oil production in 2026 and 2027 is set to be lower than previously expected, due to intensified Ukrainian drone attacks on Russia's energy infrastructure, the International Energy Agency said ...
Financial funds steal the spotlight with biggest inflow since January, BofA says
Where Analysts Pushed Back On DRI's Latest Call
Darden's headline numbers looked solid, but analysts on its latest call kept probing the one real tension: with Olive Garden slowing, can the rest of the portfolio carry the weight.
Here’s Kingdom Capital Advisors’ Views on Scully Royalty (SRL)
Kingdom Capital Advisors, a registered investment advisor, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. In Q2 2026, Kingdom Capital Advisors’ KCA Valu ...