SeekingAlpha

Demand concerns induced by tariff uncertainty have only been compounded by a shift in OPEC+ policy. Click to read.

SeekingAlpha

The earnings conference calls held by the big energy equipment and services firms have shown their tariff exposure and strategies to deal with them.

SeekingAlpha

News that US-China trade talks will start this weekend has Brent crude trading higher. The supply side looks increasingly more comfortable due to the aggressive supply hikes from OPEC+.

SeekingAlpha

Despite mounting financial pressure, China says it won't negotiate until the Trump administration shows 'sincerity' by canceling tariffs on its goods.

SeekingAlpha

During the first quarter of 2025, the Massif Capital Real Assets Strategy was down 2.1% net of fees. Click here to read the full letter.

SeekingAlpha

A US stock market sell-off extended to a third consecutive month in April, though the major equity indexes pared back their March declines.

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Many investors are now questioning whether the US will retain its advantages as President Trump’s trade policies add uncertainty to the outlook across industries. Click to read.

SeekingAlpha

So far this year, ever-changing policy landscape has dominated market behavior, causing a significant spike in volatility. Click to read.

SeekingAlpha

After a nine-day rally ended Monday, stocks dropped again Tuesday as trade policy turned from “easing tensions” to “season two.” Click to read.

SeekingAlpha

In April, the razor-sharp market response to the Liberation Day tariffs was nothing short of remarkable. Read more here.

SeekingAlpha

A review of history suggests that the surge in rolling 10-year performance for the S&P 500 Index over the past decade or so will give way to softer results in the years ahead. Click to read.

SeekingAlpha

Implied volatilities fell across asset classes again last week as risk assets extended their rally, with the SPX index retracing its entire post-“Liberation Day” drop. Click to read.