Research
The House View is weekly. Research is where a subject gets the full treatment: numbered exhibits, a source register, and a PDF. Each report is dated and versioned, and is never silently revised.
Venezuela's Reopening
From resource access to investable cash flow
A conditional assessment of Venezuela's oil-led reopening: announced deal terms, operating economics, sanctions boundaries and the path from resource access to investable cash flow.
AssessmentConditional opportunity; execution remains the investment test.