The global economy runs on diesel... and prices continue to climb Read More

Imagine having billions in sales next quarter before it even starts Read More

100 billion units off the assembly lines each day... and it's still not enough Read More

The U.S. Air Traffic Control System has descended into dysfunction, which poses a safety threat but also an investment opportunity. Read More

Backlogs: visible pipelines to tomorrow's earnings Read More

This week we look at how each sector performed in 2024. Read More

The latest batch of our reader letters share a common theme: apprehension over how political conflict under Donald Trump’s second term will affect investors. Read More

Our editorial director pinpoints his favorite way to profit from the multi-year megatrend of commercial aviation growth. Read More

This week we review the leaders and laggards of the third quarter of 2024. Read More

It is difficult to accurately predict what will happen after an election, which is why I mostly ignore politics when making portfolio decisions. Read More