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Market & Portfolio Review

The Old Economy Strikes Back After the trauma of the Great Recession, the U.S. economy experienced years of sluggish growth as Americans paid down debt and saved money to repair their balance sheets. Consequently, investors started to pay more for a narrow group of...
Energy Sector: Will History Repeat

Energy Sector: Will History Repeat

Great stuff from Macro Charts:  Energy remains the most important sector to watch. Updating this critical chart: Energy consolidated several months, and is rallying sharply again – identical to past advances. If history repeats, the *BIG* rally may just be getting...

Market & Portfolio Review

The Coming Oil Shortage In this week’s stock market review, we will review our long-term investment thesis in Energy. The combination of rising demand, plummeting capital investment, and the exhaustion of OPEC spare capacity is setting up the global oil and natural...