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Author: Julia Rostova

Julia Rostova is a pragmatic, fundamentally driven analyst who covers the physical building blocks of the global economy: energy, commodities, and infrastructure. Her career began on the ground as a petroleum engineer in the North Sea, providing her with an invaluable understanding of the operational realities behind energy production. She later transitioned to a prominent commodities trading house in Geneva, where she managed a portfolio focused on industrial metals and traditional energy markets. Aurelia holds a Master’s degree in Engineering from Imperial College London
The Inflation Gauntlet: Navigating the CPI Shock and Triple-Digit Oil
Energy

The Inflation Gauntlet: Navigating the CPI Shock and Triple-Digit Oil

Julia RostovaMay 12, 2026May 12, 2026

The U.S. stock market has been floating on a cushion of optimism, with the S&P 500 recently clinching its sixth…

The CEO Caravan to Beijing: How the Trump-Xi Summit Could Reshape Trade and Tech
Industrials

The CEO Caravan to Beijing: How the Trump-Xi Summit Could Reshape Trade and Tech

Julia RostovaMay 12, 2026May 12, 2026

President Donald Trump is heading to Beijing this week for a high-stakes summit with Chinese President Xi Jinping. While presidential…

The Inflation Reckoning: How Tuesday’s CPI Could End the Bull Market’s Winning Streak
Macro

The Inflation Reckoning: How Tuesday’s CPI Could End the Bull Market’s Winning Streak

Julia RostovaMay 11, 2026May 11, 2026

The U.S. equity markets have been operating in a state of cognitive dissonance. The S&P 500 just closed at 7,398.93,…

The Iran Peace Dividend: Winners and Losers of the Oil Crash
Energy

The Iran Peace Dividend: Winners and Losers of the Oil Crash

Julia RostovaMay 7, 2026May 7, 2026

Global markets experienced a seismic shift on May 6, 2026, driven not by corporate earnings alone, but by geopolitics. Reports…

Are Energy Stocks Still a Buy After US-Iran War Resolution?
Energy

Are Energy Stocks Still a Buy After US-Iran War Resolution?

Julia RostovaMay 6, 2026May 6, 2026

The geopolitical landscape has shifted dramatically over the past few weeks, sending shockwaves through global energy markets. Following the outbreak…

The GLP-1 Pill Wars: Novo Nordisk’s Comeback and the $100B Obesity Market
Biotech

The GLP-1 Pill Wars: Novo Nordisk’s Comeback and the $100B Obesity Market

Julia RostovaMay 6, 2026

The pharmaceutical landscape is currently dominated by a single, revolutionary class of drugs: GLP-1 receptor agonists. What began as a…

The Geopolitical Premium: Navigating the 2026 Oil Shock
Energy

The Geopolitical Premium: Navigating the 2026 Oil Shock

Julia RostovaMay 5, 2026May 5, 2026

Global energy markets are currently experiencing a seismic shift, driven by a confluence of escalating geopolitical tensions and structural supply…

Is Cameco Priced for Perfection in a Volatile Uranium Market?
Energy

Is Cameco Priced for Perfection in a Volatile Uranium Market?

Julia RostovaApril 30, 2026April 30, 2026

The global narrative surrounding nuclear energy has shifted dramatically over the past several years. Driven by the dual imperatives of…

Is Oklo Trading on AI Hype or Real Nuclear Innovation?
Energy

Is Oklo Trading on AI Hype or Real Nuclear Innovation?

Julia RostovaApril 30, 2026April 30, 2026

The intersection of artificial intelligence and nuclear energy has created a new breed of market darlings, and few companies exemplify…

Zoom Video: Why You’re Getting the Core Business for Free With This AI Moonshot
Energy

Zoom Video: Why You’re Getting the Core Business for Free With This AI Moonshot

Julia RostovaApril 30, 2026April 30, 2026

Zoom Video Communications (ZM) has been a battleground stock for years. For many investors, it remains a relic of the…

Can AST SpaceMobile Deliver on Its Ambitious Vision?
Space

Can AST SpaceMobile Deliver on Its Ambitious Vision?

Julia RostovaApril 28, 2026April 28, 2026

In the rapidly evolving landscape of satellite communications, AST SpaceMobile, Inc. (NASDAQ: ASTS) stakes a bold claim: it aims to…

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