Australia's Big Four banks are under scrutiny for their exposure to Europe and wholesale funding markets. These concerns are legitimate and overblown. Read More

Last Thursday, I hosted one of my regular Live Chat sessions with readers of The Energy Strategist. Here are my responses to a handful of common questions from subscribers. Read More

Master limited partnerships (MLP) are one of the surest groups for solid growth and sustainable distributions. Read More

Keystone XL--formally the Keystone Gulf Coast Expansion Project--was rejected this week. But it’s on track to come on line in late 2014. Read More

The boom in onshore oil and gas drilling continues to redound throughout the US economy. Read More

2012 is shaping up to be an "annus horribilis" for the drug industry thanks to a large number of patent expirations. Some drug stocks will thrive regardless and Jim names a few. Read More

Natural gas is priced at levels not seen since the 1990s. Abnormally warm weather in key regions suggests they’ll remain depressed. Here’s how natural gas prices impact dividend-paying energy stocks. Read More

The HSBC Financial Clog Index provides a quick, clean look at the level of stress in the system. Read More

Despite the uncertain global economic environment, mining stocks have several positive attributes. When choosing a miner, bigger is always better. Read More

Lennar's sales rose 11% in the fourth quarter of 2011, leading some analysts to ask if a housing rebound is under way. Read More