Breaking Insights And Company Coverage That Guides Investment Ideas

2025 US Market Forecast: Valuations Are Set to…

2025 US Market Forecast: Valuations Are Set to…

• Since 2010, less than 10% of the time has the market traded at a 4% premium or more to our valuations.• The macrodynamic tailwinds that supported 2024 are fading.• With the market trading at the high end of our fairly valued range, positioning is increasingly important.• Value stocks and small-cap stocks still trade at […]

National Infrastructure Bank: President Trump’s Uranium Record

National Infrastructure Bank: President Trump’s Uranium Record

National Infrastructure Bank, President Trump, Uranium Record Good morning Investors! As promised–and after several pieces of this broad discussion have been delved into elsewhere in the recent past by Yours truly in other appearances–I’m wrapping it all up in my 2025 thematic overview on The National Infrastructure Bank, the Uranium Market, and the upcoming Trump […]

Texas Receives $27 Billion Windfall from Oil and Gas Revenue

Texas Receives  Billion Windfall from Oil and Gas Revenue

Texas’ coffers get $27 billion boost from oil, gas Deep in the heart of Texas, old-fashioned oil and gas still pays the bills in a major way, even as the state’s economy diversifies into other activities. As the U.S. churned out record levels of fossil fuels in 2024, the Lone Star State’s oil and gas […]

Will the Strongest Job Gains in Two Years Halt Bank of…

Will the Strongest Job Gains in Two Years Halt Bank of…

Job growth surged in December, according to the latest employment report from Statistics Canada, raising the prospect of the Bank of Canada pausing its interest rate cuts. The economy added 91,000 jobs in December, significantly outpacing the FactSet forecast of 20,000, making for the strongest pace of new hiring in two years. The latest data […]

Palantir: Following Significant Surge, Should You Consider Buying the Stock?

Palantir: Following Significant Surge, Should You Consider Buying the Stock?

Palantir Technologies PLTR stock skyrocketed in 2024, fueled by the company’s strong position as an artificial intelligence play. However, its huge gains in such a short period raise the question of whether investors are making a risky bet buying the stock now. Palantir started 2024 trading near $15 per share, jumped in early February, then […]

South Africa Begins Rescue Efforts for Illegal Gold Miners Trapped for Months

South Africa Begins Rescue Efforts for Illegal Gold Miners Trapped for Months

The government initially took a tough stance, saying it wouldn’t help rescue people participating in illegal activities, and the police stood by while members of a community near the mine operated a makeshift rope-pulley system to retrieve people from 2 kilometers (1.2 miles) underground. Some of those who resurfaced were arrested but were later released. […]

8 Underrated US Stocks That Recently Increased Their Dividends

8 Underrated US Stocks That Recently Increased Their Dividends

Amid a roller-coaster end to 2024 for the stock market, dividend-paying stocks continued to lag the broader market. However, this underperformance could open opportunities for long-term investors. Dividend investing comes in various forms. Investors can look for stocks with the highest yields, those with a history of stable dividend payouts and strong finances, or those […]

Florida Considers Onshore Oil as Offshore Opportunities Dwindle

Florida Considers Onshore Oil as Offshore Opportunities Dwindle

Florida mulls onshore oil as offshore prospects dim As President-elect Donald Trump takes aim at the Biden administration’s new offshore oil and gas drilling ban, one area will likely remain off-limits: the eastern Gulf of Mexico near Florida’s coast. But a high-profile onshore oil project is inching closer to reality, even if drilling is largely […]

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