From softened driving penalties to crypto windfalls, the 2020s showcase political decisions driven more by personal gain than public interest—echoing a new era of self-serving governance.
There have been literally thousands of utility mergers in the 125 years or so since electricity, heat, communications, and water became essential services. The key motivation for 2025 utility M&A is a quest for scale.
In this video, Ira Epstein discusses the geopolitical tensions between Israel and Iran, highlighting the potential impacts on global oil markets, especially if Iran were to close the Strait of Hormuz.
The gold futures rallied on Friday following the unfortunate Israeli air strikes on Iran Thursday night, finishing $50 higher to close the week at $3,452.
When it comes to rate cuts, there's the good - when inflation falls all by itself - and the bad - when the economy falls apart too. Markets think we're heading for the former.
Goldman Sachs has reduced the probability of recession in the next 12 months to 30%, from 35%, and earlier 45% (Reuters). It’s important to note that these projections are conditional on the path of future policies.
Latin American markets, boosted by Brazil's Bovespa & Mexico's IPC, offer diversification and stability amid tariff threats and chaos. NYSE-listed Vale, Ambev, and Cemex are compelling with high yields, low P/E ratios, and resilience to trade tensions and Middle East volatility.
The Dow Jones Utility Index of 15 stocks doesn’t get much love, but it should. It’s actually had a long history of very interesting patterns, with particular success in rounded tops leading to nice drops.
Jensen Huang, the CEO of Nvidia Corp (NASDAQ: NVDA), is driven by his fear of failure, which is a significant factor in his success, according to his biographer, Stephen Witt.
As policy tailwinds turn into hard capital, the nuclear fuel story is coming into focus. Uranium—the lifeblood of fission—is about to enter its own bull cycle.
The S&P Global Clean Energy Transition Index has been a headline benchmark for measuring clean energy-related companies’ performance over the past 17 years.
The renewed appetite for industrial policy in the U.S. reflects legitimate concerns: international competition, climate change, and strategic vulnerabilities.
CRWV provides exposure to the AI frenzy, whereas CRCL is a play on the mainstreaming of digital dollars and the evolving stablecoin regulatory landscape.
After resisting inflation, the Fed, most of all insane debt levels for years, the chickens have finally come home to roost for longer-dated Treasury notes and bonds.
Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns.
