Beyond the Discount

Published on July 7, 2026

Discounts are a genuine feature of secondaries returns, but they are not the whole story.

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Short-Term Energy Outlook: July 2026

July 7, 2026
The U.S. Energy Information Administration (EIA) has released its latest Short-Term Energy Outlook (STEO), providing forecasts for energy markets. This article presents the annual production outlooks for crude oil, natural gas, and natural gas liquids (NGLs), comparing the July 2026 projections against the previous month's estimates.

Q-Ratio and Market Valuation: June 2026

July 7, 2026
The Q Ratio is the total price of the market divided by the replacement cost of all its companies. As of June 2026, the latest Q-ratio is at 1.83.