The Bar Is High—Can Earnings Clear It Again?

Published on October 13, 2026

Taylor Topousis and Christian Galipeau discuss high-conviction insights that go beyond media headlines.

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Oil Tanker Rates Top $1 Million a Day as Shipping Profits Soar

October 13, 2026
Earlier last week, a supertanker loading crude in the Gulf of Oman was fixed at $1.01 million a day for a voyage to Asia, with another deal reportedly agreed at $1.16 million.

Investors Need Convincing Despite Cooling Jobs and Strong AI Earnings

October 13, 2026
Our Senior Portfolio Manager and Head of Global Sustainable Investing, Kris Nelson, sees markets balancing several competing forces this week, from renewed oil-price volatility to softer labor data and increasingly demanding expectations around AI earnings.