Opinions

This article was published on June 19, 2025 Here’s what’s going on in oil and nuclear energy investments in the Middle East, with a focus on investor sentiment, key risks, and how ongoing geopolitical tensions could shape the region’s energy future. Recent Investment Trends In Middle Eastern Oil And Nuclear Sectors Oil investments are growing, […]

Here are five tips for managing stock market volatility: 1. Sell Some Of Your Stock Reducing exposure is generally geared toward reducing concentration risk. In late-cycle or overvalued environments (which will depend on the analysis of the investor), trimming can build a greater cash/short-duration position for future opportunities. At the same time, selling when markets […]

This article was first published on June 19, 2025 My favorite underdog stock currently is the iconic fast-food chain, Wendy’s (WEN), because its strong brand recognition, quality P/E ratio (12x) in an otherwise relatively expensive market, and consistent dividend payments (around a 5% yield) are currently overshadowed by current market pressures. Its market cap is […]

This article was published on June 17, 2025 The GE Vernova (GEV) stock price has soared over 50% in the last six months. Why? Because it provides critical infrastructure for power generation, grid modernization, and renewable integration. The company directly addresses today’s priorities of energy security and sustainability to serve companies and countries navigating energy […]

Dollar-cost averaging (often abbreviated as DCA) is an investment strategy where an investor divides a lump sum of money into smaller, fixed amounts that are invested at regular intervals, regardless of the current price of the investment. The most common example is an individual investor taking their monthly savings and buying assets for their portfolio […]

Identifying resilient companies in an uncertain macroeconomic environment requires more than just screening for profitability or recent performance. The real test is how a business behaves when conditions tighten and change – whether it can preserve margins, maintain relevance, and continue delivering value. We give a framework that outlines the traits that help companies not […]

Steel is no longer just a commodity story; it’s a geopolitical one. The industry sits squarely at the convergence of politics, industrial strategy, and macroeconomic transformation. For investors, steel is becoming less about riding volatile price cycles and more about positioning within a broader national agenda: economic resilience supply chain security, and industrial sovereignty   […]

Gold, silver, and platinum each have distinct roles in global markets, shaped by unique demand drivers and economic sensitivities.  While gold acts as a strategic hedge against currency debasement and fiscal instability, silver is tightly linked to industrial growth, especially in renewable energy.  Platinum, though less discussed, has a growing role in clean automotive and […]

More traders are seeking alternative opportunities outside the US as market leadership narrows and headline risk grows.  Investors (i.e., those with longer time horizons), meanwhile, are looking for better valuations and stronger diversification without sacrificing the regulatory stability and transparency that developed markets provide.  Europe and Japan can be compelling because they offer a mix […]

Tariffs, while framed as policies to protect domestic jobs/industries, can function as a redistribution mechanism across classes. The lower class takes the biggest relative hit, if tariffs raise the cost of essentials that make up a larger share of their spending. The upper-middle class bears greater overall loss in asset value and global opportunity. The […]