Hiltzik: Investors Recognize That ‘Trump Consistently Backs Down’
Hiltzik: Investors realize that ‘Trump always chickens out’ Stock market investors don’t have much to cheer about in the second Trump term, except perhaps for a new and almost flawless trading strategy — the TACO trade. The acronym, coined by Financial Times columnist Robert Armstrong, stands for “Trump Always Chickens Out.” (“Acronyms are very powerful, […]
Key Insights on the Oil and Gas Sector from China’s “Two Sessions” – Center on Global Energy Policy, Columbia University SIPA
Oil and Gas Industry Takeaways from China’s “Two Sessions” – Center on Global Energy Policy at Columbia University SIPA Earlier this month, China convened its “two sessions”—the annual concurrent meetings of the National People’s Congress (NPC), China’s legislature, and the Chinese People’s Political Consultative Congress, a political advisor body. The Government Work Report, the National Development […]
Carbon Pricing: A Strategic Gamble for the Oil and Gas Sector
Carbon Pricing: A Strategic Bet for Oil and Gas Companies Oil and gas companies are backing carbon pricing—not just for emissions reduction, but to create a predictable business environment. Observer Labs In November 2021, U.S. Energy Secretary Jennifer Granholm asked the National Petroleum Council (NPC) to conduct a study on the at-scale deployment of low- […]
Nuclear Bull Market: Chapter Two in 2025
Act Two in 2025 for the Nuclear Bull Market Good morning Investors! Though “Old Energy” has done quite well for our Members over the last few years, no single sector has made as much money for our folks as has the renewed clean and green energy of the future: nuclear. Get ready for act two […]