This week's announcement that the Clean Power Plan will be repealed will merely slow the demise of the coal industry.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

Before making an investment decision on the basis of a pipeline approval, keep in mind that some pipeline approvals are more relevant than others.  Read More

The technical indicators increasingly suggest that the long-awaited correction has finally started, as President Trump loses his aura of invincibility and proves mortal after all. Read More

Bricks and mortar stores are out of favor now, but that may soon change Read More

The inherent contradictions between rising nationalism and the needs of global investors are coming to the fore, as the Trump administration struggles to please both Wall Street and its electoral base. We examine the need to hedge your portfolio against growing political risk.   Read More

Investors are losing patience with the president. Read More

Allegations of improper sales techniques have cast a shadow over the sector, but they’re not the main thing investors should be watching. Read More

Nuclear power is projected to see strong growth over the next couple of decades, but investors should play the sector selectively.   Read More

Consolidation among media, telecom, cable, and Internet companies is accelerating, posing huge opportunities and risks for investors. We sort through the frenzied activity to pinpoint a big winner... as well as a likely loser. Read More