Today's research batch
3 ideas from this batch
Published 2026-06-19T07:25:07.825657Z
Ideas in this batch
Iran peace deal reopens oil shipping — short the crude dip
When a major global supply shock ends, oil prices tend to fall back to where they were before the crisis started. Now that ships are safely passing through the Strait of Hormuz again, the global market is suddenly flooded with supply it was
Accenture warns of slowing growth — bet against IT consultants
Accenture is viewed as a bellwether for global IT and corporate spending. When they warn that companies are pulling back on their tech budgets, investors instantly assume competitors and overseas tech firms will face the exact same struggle
Morgan Stanley racing to launch crypto funds — accumulate Solana and Ethereum
When a major bank like Morgan Stanley pushes to offer a crypto fund with ultra-low fees, it usually means they expect a massive wave of retail buyers to come in. By undercutting competitors on price, they force other funds to react, bringin