energy

In every great technological cycle, the enduring fortunes were made not by those who recognized the breakthrough, but by those who had the patience to own it at the right price. Amid the euphoria of the AI boom, it’s also what will separate those who keep their gains from those who merely rent them. Leading tech investor Erez Kalir provides insights.

Sometimes, the quality of an asset isn’t enough. In the energy markets, geography is destiny – and in 2025, we learned that even a billion barrels of oil can’t always beat a hostile local government.

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.