Open Insights
A walkthrough of market issues and actionable investment ideas by Open Square Capital, an asset management firm with a thematic investment approach.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 279 | Founded | 6 years ago | Last Issue | 11 days ago |
| Active | |||||
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openinsightscap.comLatest Issues
We Choose Violence
It’s working. Say what you will about Iran, but the conflict they’re prosecuting, this conflict?
Yeah . . . it’s working.
Drones and ballistic missiles, relatively cheap weapons bought in enough quantity, and in sufficient quality to th...
Our Q2 2026 Letter & Look Ahead: Bedlam
Dear Limited Partners,
The US / Iran War never happened. You think it did, but it didn’t. We didn’t stop global oil production for over three months, deplete inventories at an unprecedented pace, or disrupt and throttle oil flow for 20% of...
Today is Independence Day, Tomorrow is Something Else Entirely
Happy July 4th everyone.
May you celebrate safely and happily with all your friends and family. Except for the oil bulls. No oil bulls must suffer with the shame and ignominy of being . . . well energy bulls.
No fireworks for you since o...
Countdown to Bedlam
Oooh that was a doozy wasn’t it?
14 points.
14 points, each one a gut punch.
You knew it was bad.
You knew IT HAD TO BE BAD, since the US wouldn’t release the text until “the signing.” It’s like a report card gone wrong, and the kid...
TACO Supreme Served at the Strait of Hormuz
Alright alright.
Ladies and gentlemen we have a deal!
Greatest meal deal ever. It’s like a Tacos Supreme Combo.
3 luscious Taco Supremes plus an ‘Murica sized big gulp of sugary carbonated water to help all that medicine go down. Mary P...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Open Insights.
| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
A collaboration between Open Square Capital & HFI Research. OSC (www.opensquarecapital.com) is an asset mgmt firm w/a thematic approach. HFI (seekingalpha.com) is a research service offering market leading analysis of the energy sector.
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