An explosion in Chinese SUV demand, President Trump's proposal to sell off the SPR, and the breakeven cost of shale oil in the Permian Basin are all discussed in today's article. Read More

China’s growing indebtedness is a clear example of why investment fundamentals matter. Read More

The major oil powers this week are poised to extend production cuts. If you’re looking for the best energy plays, let the strongest balance sheets be your guide. Read More

First quarter earnings are in. Here are the energy companies that generated the most cash during the quarter. Read More

The competitiveness of any given industry increasingly depends on what technology it is — or isn’t — developing. Read More

The latest reader letters run the gamut of investment topics, with one common denominator: growing worry. You have concerns; we have answers. Read More

Some MLPs are approaching correction territory, so we’re looking to add to our holdings. Read More

We look for sector insights from hedge funds' 13F filings. Read More

The VIX is an accurate indicator of fear but does not reliably predict market direction. Read More

Big Box retailers are struggling, which creates vast opportunity for small-cap retail and consumer discretionary companies with strong brand identity. Read More