The world is starting to look a lot like 2008. The global financial system is awash in debt, civil societies are wracked by political turmoil, and equity markets are overvalued relative to historical benchmarks. Catalysts for a correction are abundant in America and overseas. Brexit was a harbinger of the… Read More

The regulatory environment will be a key factor. Read More

A big merger and signs of progress for a controversial project boosted MLPs in the last week, but not everyone had something to cheer. Read More

Maybe there’s an investment message behind President Trump’s installation of gold curtains in the Oval Office. In the turbulent Trump Era, you probably can expect the emergence of “gold mania” among increasingly anxious investors. Now could be the time to hedge your portfolio with the yellow metal. Below, I examine… Read More

Worried about a trade war? Well, here’s at least one bit of encouraging news: Scottish-made haggis may soon come to a table near you. President Trump wants to lift the trade ban on British meat that’s been in effect since the “Mad Cow” epidemic in Britain in 1986 — and… Read More

U.S. oil output is rebounding fast thanks to a backlog of unfinished shale wells. OPEC should worry. Read More

President Trump’s term is off to an eventful start, but his energy moves and the market’s response didn’t come as a surprise to our subscribers. Read More

With a governmental change of control, there’s a new set of winners and losers. Whether it was healthcare stocks and alternative energy under President Obama, defense and energy stocks under President Bush, etc., a government’s agenda sets the tone for the markets. On Tuesday, President Trump created one of what I… Read More

Oil services bellwether Schlumberger (NYSE: SLB) released fourth-quarter and full-year results last week. Today I want to discuss the highlights that prompted us to issue new guidance on the stock in the most recent issue of The Energy Strategist, and also… Read More

American companies that are developing breakthrough technologies should get a big boost from President Trump’s tax and trade policies. To use one of our president’s favorite words, the investment possibilities will be… tremendous. In a recent meeting with the technology sector’s top leaders, Trump proclaimed: “I’m here to help you… Read More