Enact Holdings Inc.
$49.71
The Read: 5% on a Q4 2025 EPS beat and a $500M buyback announcement, then fell about 1.
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Scouting Reports
The Jones Act Bypass: Pricing the Maritime Capacity Crunch
Aug 11, 2026
South Korea’s Hanwha just dropped a $1.05–$1.2 billion nonbinding offer for naval shipbuilder Austal USA. Right next to it, the White House extended another 90-day Jones Act waiver to allow foreign-fl
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The IPO Market Thaw and the Return to Active Management
Jun 2, 2026
The long-dormant initial public offering market is officially thawing. The maker of the popular Claude AI chatbot is preparing a landmark public listing, a highly anticipated move poised to redefine W
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OPEC Fracture and Supply Shocks Drive Upstream E&P Supercycle
May 16, 2026
The global energy market is undergoing a structural realignment that is fundamentally altering capital flows across the broader economy. Following the United Arab Emirates’ departure from OPEC on May
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