The Iran conflict is pushing oil higher and hitting consumers at the pump. We break down markets, inflation risk and what high-frequency data says about demand so far.
Iran Conflict, $100 Oil And What It Means For Stocks And Consumers
Private Credit Under Pressure: Defaults, Redemptions And The AI Shock
Private credit faces a new stress test: rising defaults, redemption pressure, and AI threats to software borrowers, plus why reported volatility may be misleading.
Stocks And Oil: 3 Market Indicators To Track After Iran Escalation
Iran conflict drives oil toward $100. Here are 3 market indicators: credit spreads, financial conditions and recession odds, that investors should watch now.
Iran Conflict, $91 Oil, -92K Jobs: What Investors Should Watch
Iran conflict, $91 oil and -92K jobs jolt markets. What the Strait of Hormuz risk means for inflation, recession odds and where investors should look next.
Berkshire Hathaway Q4 2025: Buffett’s Finale, Abel’s Debut
Berkshire Hathaway Q4 2025: Warren Buffett’s final quarter, Greg Abel’s debut. Why earnings fell, insurance cooled, and what $373B cash means.