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Investment Research Report: Berkshire Hathaway Inc. (BRK-B)
With the largest corporate cash hoard in history and a new CEO already buying shares, Berkshire's defensive positioning doubles as an offensive weapon…
 • MDB Research
US Naval Blockade of Iran Shatters Ceasefire, Sends Oil Above $102 and Futures Reeling
China-Iran weapons intelligence triggers 50% tariff threat as consumer sentiment hits the worst reading in survey history.
 • MDB Research
NVIDIA (NVDA)
Despite worsening export controls, circular ecosystem investments, and rising ASIC competition, Nvidia's $97B free cash flow engine and still-rising…
 • MDB Research
Sunday Deep Dive: The Watt Wall
How Energy Physics Is Repricing the AI Boom
 • MDB Research
Weekly Intelligence Review: April 5-11, 2026
The Ceasefire That Solved Nothing: Credit, Oil, and the Markets' Contradictory Bets
 • MDB Research
CF Industries (CF)
The World's Largest Ammonia Producer Stands to Gain Most From a Multi-Year Chokepoint Crisis
 • MDB Research
Physical Oil Markets Defy Ceasefire Rally as Credit Stress Converges Across Four Independent Channels
CPI at 3.3% confirms war-driven inflation is embedding while the options market reveals a stark contradiction: large-cap equities fully normalized but…
 • MDB Research
Research Report: ConocoPhillips (COP)
With analyst EPS estimates surging up to 90% in 30 days while the stock pulls back 10% from highs, the world's largest independent E&P trades at $122…
 • MDB Research
Ceasefire Unravels in 24 Hours as Hormuz Standstill Persists and $20 Billion in Private Credit Redemptions Surface
Fed minutes reveal growing openness to rate hikes on the same day markets reprice to 43% cut probability — the largest disconnect in current pricing.
 • MDB Research
RTX Corporation (RTX)
A $268B Backlog and Two Converging Tailwinds Power the World’s Largest Aerospace & Defense Company
 • MDB Research
US-Iran Ceasefire Triggers Massive Repricing, But Markets Are Overshooting on Multiple Dimensions [UPDATED]
Credit markets flash their most extreme stress signal of the entire crisis even as equities surge — and 15 inflation channels remain active despite…
 • MDB Research
Kharg Island Strike Raises Structural Oil Floor as Tuesday Deadline Looms
Credit markets flash a widening divergence between public spreads and institutional positioning, while cybersecurity demand hits critical mass with 7…
 • MDB Research
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