Crack The Market

Crack The Market

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Inside the Energy Trading Desk: Why the Market Is Mispricing the Middle East Shock
Exclusive interview with a former Point72 & Citadel energy trader
 • Ozeco
The Winners Of The Resources Shock (Part 2)
The other 5 sub sectors and 9 winners from the Middle East Crisis
 • Ozeco
The $7tn Oil & Gas Primer
Molecules, Sovereignty, and the Actuarial Blockade: How the global energy system works, from molecules to markets to the companies that control them
 • Ozeco and Hidden Market Gems
The Winners Of The Resources Shock (Part 1)
3 resources, 5 sub sectors and 9 winners from the Middle East Crisis
 • Ozeco
The Crack The Market Signal #9 (War Edition)
Week of March 9, 2026: Middle East War, The Actuarial Blockage, The Island to Watch, Software’s Violent Rebound, and Broadcom's Stellar Earnings
 • Ozeco
3 Scenarios For The Middle East Crisis
Energy flows may not resume when the war ends, and markets are mispricing the timeline. Understand the 3 scenarios facing investors and how to position.
 • Ozeco
Nebius: The Purest Way to Play AI Compute
A vertically integrated Neocloud riding the $260bn AI cloud boom as hyperscaler demand, sovereign AI, and inference workloads drive explosive growth
 • Ozeco
Middle East War: What Now?
A Contrarian Take: Geopolitical Escalation, Energy Disruption, and the Investor Playbook to Buy the Sound of Cannons
 • Ozeco
The Crack The Market Signal #8
Week of March 2, 2026: Iran War, Software Ticking Up, Nvidia Earnings, Resilience Ideas And Much More
 • Ozeco
The Nuclear Renaissance
AI, electrification, and geopolitics are driving an unprecedented surge in power demand, forcing a global return to nuclear as the only scalable…
 • Ozeco and Felix

February 2026

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