The near-term outlooks for these industry leaders has just gone from good to great Read More
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Wall Street has abandoned the energy sector due to recently enacted import tariffs that threaten to slow down the economy. Read More
Predictability comes at a cost. Read More
This evolving media empire has zero competitors... and 33 million customers Read More
This week we look at how each sector performed in 2024. Read More
This week we review the leaders and laggards of the third quarter of 2024. Read More
This week we review the leaders and laggards of the second quarter of 2024. Read More
This week, I take a look back at the sector winners and losers of the first quarter. Energy returned to the top of the leaderboard, while real estate turned in the only sector decline. Read More
Twenty years ago, the U.S. faced a natural gas shortage. Today, the situation is different than envisioned by even the major energy companies. Read More
I discuss my energy sector predictions for 2024. The year promises to be challenging because there are more variables in play than normal. Read More