Special Opportunities Fund, Inc.
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Cheaper Crude Buys the U.S. Consumer Breathing Room
Jun 16, 2026
The planned reopening of the Strait of Hormuz is acting as an immediate pressure release valve for the U.S. consumer. With West Texas Intermediate crude sliding back toward $80 a barrel following a pr
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Consumers Are Still Spending — but the Mix Is Narrowing
Apr 30, 2026
The core message in Consumer Spending Resilience With Emerging Cracks is not that the consumer has rolled over. It is that spending is still happening, but the mix is getting narrower: staples, value,
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Beyond the Blockade: How Geopolitics and AI Scaling are Accelerating a High-Stakes Shift in Performance Materials
Apr 14, 2026
The escalation of the conflict in Iran since February 28, 2026, has transcended energy markets, triggering a structural shift in the Performance Materials & AI-Enabling Chemicals sector. While oil pri
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