HeyJaredAurelion Research
Independent investment research on global equities and commodities.
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 26, 2026
Latest issues
Getting Out of Tankers (opens the original)
Read excerpt
We first outlined our bullish view on tankers in April 2025. Since then, the trade has played exceptionally well, delivering triple-digit returns.We are aware that we published a report recently expecting further gains in tanker equities, and that this change in stance is coming quicker than we would have liked. However, we said explicitly that we would be quick on our feet if new information changed the picture.That time has come. Shipping is purely cyclical, and knowing when to get out is just
Ciena & Fabrinet: The Road Ahead for Optics (opens the original)
Read excerpt
In this piece, we examine where optics and photonics are heading, combining our industry work with conversations with management at Fabrinet (NYSE: FN) and Ciena (NYSE: CIEN). Both companies are crucial players in the optical ecosystem, but they operate at very different points in the value chain.This piece does not outline an actionable “high-conviction” idea, but instead explores what is happening in the optics sector and the key trends to watch.We partnered with Research on this piece to brin
Cellebrite (CLBT) Management Meeting: The Road Ahead (opens the original)
Read excerpt
Cellebrite has not been a good performer, and to keep a position, we always ask ourselves: would we buy this stock again today?We took the time to meet with Andrew Kramer, Treasurer and VP of Investor Relations. That helped us understand what the opportunity looks like today, what the large shareholders are doing, and how management thinks about growth.While our entry point was wrong, we like the stock at current levels and would buy it today if we did not already own it. We view the valuation a
Shipping Tankers: The Party Isn’t Over Yet (opens the original)
Read excerpt
Back on June 29, we published our Shipping Memo arguing that the downturn in shipping was temporary following the partial “reopening” of the Strait of Hormuz. We argued rates (and our tanker equities) had fallen too far as markets overreacted to the reopening. We also expected 2026 to remain a strong year for tankers, with sentiment turning as the fundamentals caught up.Since then, VLCC spot rates, the rates paid to very large crude carriers, have skyrocketed, reaching levels far above what we w
Is It Time to Play Defense? New Position (opens the original)
Read excerpt
Over the past few weeks, markets have come under pressure from rising oil prices, while volatility around the AI trade has persisted.The CEOs of the three largest AI companies called for a slower pace of AI development. Markets initially reacted negatively but recovered quickly.We are not suggesting that the market has peaked. We remain optimistic and expect markets to perform well over time, although short-term downturns are becoming more likely. Earnings growth across U.S. companies is still v
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.