Archive

The U.S. Dollar Is Still King

According to the International Monetary Fund, one-third of the world's capital has flowed into the U.S. since the pandemic...

• NVDA

Chips Can't Keep Consumers Afloat

We can't expect earnings growth to really accelerate when two-thirds of the U.S. economy is on the ropes...

• SBUX

Don't Be Fooled... U.S. Natural Gas Is Here to Stay

Despite what recent data may say, U.S. natural gas is likely to continue replacing Russian gas in Europe...

• LNG

Biden Is Dancing Around This Commodity's 'Sweet Spot'

Unless oil prices decrease significantly moving forward, folks are being far too bearish...

This Non-AI Industry Can't Stop Hiring

These companies aren't growing on speculation... They know spending is on the upswing.

• HO.PA

Earnings Growth, Stupid

For as many other trends as Wall Street pretends to care about, it all boils down to one factor...

This Industry Is Fixing a '70s-Era Mistake

We're pushing the boundaries of this critical system's usefulness...

The Underwater-Robot Maker Behind the 'Night of the Caper'

The "Night of the Caper's" fate rested on a $40,000 tube, a robot submarine, and a piece of rope...

• OII

High Interest Rates Aren't Bad for Everyone

Investors have forgotten how well insurance companies can perform... especially in interest-rate environments like today's.

Assets Aren't Getting Older Anymore

Companies finally seem to be coming around to the need to invest... even if it means borrowing money at higher rates.