Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
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Buy Dip for March Rally
This issue concentrates on what to buy into touted late February weakness for a March rally and our more strategic energy and metals bottoming...
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E&P Financial Health: Better Than You Think. Liquidity Reserves Will See Most Firms Through Downturn
The precipitous slide in oil prices since fall 2014 has eroded the financial health of most exploration and production, or E&P, firms. Natural...
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Selected European HoldCos and DLC: February 2026 Report
European holdco discounts are diverging: quality structures trade near parity, while leveraged or legally encumbered names remain wide. Asymmetry...
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Selected European HoldCos and DLC: January 2026 Report
Rio’s Glencore talks finally put real pressure on the dual-listed structure, driving rare spread compression. Across holdcos, January confirms the...
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