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Bret Jensen on Muck Rack

Bret Jensen

  • Founder, Biotech Forum and Freelance Columnist, Freelance
  • None, Seeking Alpha,TheStreet Pro
Delray Beach
As seen in: MSN, Yahoo Finance, Flipboard, Seeking Alpha, The Motley Fool (U.S.), Real Money, The Street, EIN News, The State, NewsBreak and
Founder @biotech_forum. Get 50% off (regularly $99, yours for $49) from our friends at The Dividend Hunter for your 1st year by clicking bit.ly/3rGwYro

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Bret Jensen’s Biography

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Chief Investment Strategist (CIS) for S.A.M (Simplified Asset Management), a long/short hedge fund based in Miami, Florida from 2008 to 2011. Was responsible for portfolio management and investment selection decisions. Fund was in top five percent of long/short hedge funds for total return in its first full year(2009) ranked by Hedgeco fund database(over 450 funds in category). Nearly 20 years of experience in the Financial Services industry, including more than a decade of managerial experienc…

Articles

The Credit Cycle Is Flashing Yellow

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By Bret Jensen
| Seeking Alpha
Jul 22, 2026, 12:20 PM ET, , , , , , , , , , , Summary The credit markets are flashing yellow, with rising default rates and deteriorating fundamentals across private credit and commercial real estate. Oracle faces heightened credit risk as its debt load surges from AI infrastructure CapEx and skepticism grows over its $300B OpenAI deal. CMBS delinquency rates, especially in office and multifamily, have reached or exceeded Great Financial Crisis levels, pressuring regional banks and insurers.
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Going Deeper On Disc Medicine

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By Bret Jensen
| Seeking Alpha
Jul 21, 2026, 5:57 PM ET, Summary Disc Medicine (IRON) faces a pivotal 4Q26 with APOLLO Phase 3 data for bitopertin, following an FDA CRL that delayed the approval timeline. IRON appears slightly compelling, trading at ~$2.1 billion net of cash, with significant upside tied to bitopertin and DISC-0974 clinical milestones. Bitopertin's approval path is now aligned with the FDA, but Tanabe's dersimelagon could reach the EPP/XLP market first, adding competitive pressure.
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Iran And Energy Markets: Here We Go Again

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By Bret Jensen
| Seeking Alpha
Jul 20, 2026, 12:33 PM ET, , , , , , , , , , , , Summary The ongoing conflict in the Middle East has reignited again over the past week and will continue to drive a sustained energy and commodity supply shock. Persistent hostilities mean higher inflation, no Fed rate cuts, and possible hikes, just as U.S. markets remain richly valued by traditional metrics.
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