CommonQuant
Breaking research

2 ideas from this batch

Published 2026-07-04T16:38:31.070488Z

Ideas in this batch

Oil flooding the market as OPEC pumps and Iran peace deal unleashes stockpiles — short energy stocks
OPEC is ramping output just as a US-Iran peace deal unlocks even more supply, creating a classic glut scenario. The Total CEO explicitly says Middle East producers are 'desperate to sell' stockpiled oil, and the Brent curve is weakening — a
Tesla crushes delivery numbers while weak jobs report kills rate-hike fears — ride the momentum
Tesla's 480,000+ deliveries crushed estimates of around 440,000, proving demand is recovering after a rough stretch. Meanwhile, the June jobs report came in at roughly half of what economists expected — only 57,000 new jobs — which immediat
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