The omnipresent terrorist threat, as reflected by this week’s deadly bombing in St. Petersburg, will continue to pump billions of dollars into the coffers of these two companies. Read More

Wall Street’s move to start automating its institutional funds may be a disaster waiting to happen. Read More

A year ago I told investors that natural gas had more upside potential than oil. Today, I look at how that prediction held up, and I share some of the key resources I use to handicap the direction of prices. Read More

As U.S. equity markets hover at lofty valuations, consider the under-appreciated opportunities South of the Border. From Mexico all the way down to the southernmost tip of South America, the region of Latin America is heating up for investors. Read More

Our latest reader letters cover the waterfront, from multimedia to pilotless aircraft to Brexit. But regardless of topic, there’s a common thread to our answers: investors should always apply a contrarian perspective. Read More

A utility giant’s ambitious bid for valuable transmission assets could be in trouble. Read More

When it comes to energy storage, this light metal is a heavyweight. Read More

New research released in March shows that Americans now drink more bottled water than soda, an historic turning point with huge investment ramifications. Here’s the best stock play on the decline of carbonated soft drinks and the rise of nature’s most precious commodity. Read More

This week's announcement that the Clean Power Plan will be repealed will merely slow the demise of the coal industry. Natural gas and renewables still have a much brighter future.   Read More

After the Trumpcare debacle, investors are increasingly unsure of Trump’s ability to deliver. Even the much-ballyhooed aerospace/defense build-up is coming into question. We examine the political realities on Capitol Hill and how to trade now. Read More