Over the last several years, the U.S. jobs market has gradually transitioned from red hot to lukewarm. But in the last several months, the labor market has gone from lukewarm to ice cold. In this issue, we look at five companies that we feel will be resilient to any economic downturn that might result from this.
With tension high in the Middle East after Israel attacked Iranian military sites, we turn the focus today to what happens to the economy and markets when there is violence in the region. The suggestion on how this should affect your investing… surprising.
We look at how the portfolio of six stocks we expected to benefit from the second Trump administration has performed following the U.S. president’s first 100 days in office.
In time, Porter writes, the most important factor in the economy won’t be the computers or the chips. It will be the power to run them and all of the robots we create. The society that produces the most electricity will win the race.
For investors who understand the relationship and the economics of power and intelligence, Porter explains, the next decade will produce an unprecedented amount of wealth.
Coal – yes, coal – will save today’s computing revolution. One U.S. producer of this throwback energy source is thriving, despite the best efforts of American policymakers to bankrupt the industry. Wall Street hates this stock, so you can buy it for a bargain.
Trillions spent on “renewable” energy sources like wind and solar have failed to make a dent on fossil fuel consumption. And the lack of investment in fossil fuels is creating energy shortages around the world… unleashing a cash flow windfall for one of the world’s most hated commodity producers.
Our leading indicator of inflation growth tells us the Consumer Price Index is headed even lower when the May data is released. That should support the outlook for stocks…
Betting on perfection is a fool’s errand in any environment. It’s particularly risky today as the economy teeters on the edge of recession and a looming debt crisis. Fortunately, the bubble in AI and tech stocks is setting up a tremendous opportunity elsewhere.
At 76, Richard Adkerson is an elder statesman of the copper industry. For two decades he has been CEO of Freeport-McMoRan, one of the world’s biggest copper producers, valued at $55bn. He has seen it all, from short-term booms and busts to the China-led supercycle, and from industry fragmentation to consolidation. Freeport itself has pioneered