energy

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.