Every year, threads emerge that can be used to tell the story of the U.S. economy, and therefore the financial markets. For me, one of the most interesting and consistent threads is the movement and pace of energy prices. West Texas Intermediate (WTI) crude, which acts as the benchmark for oil produced throughout North America […]
Read MoreOne of the sectors of the economy that I’ve learned to follow over the course of my investing career is the Energy sector. This is a sector that has a broad carryover effect on multiple other sectors in the economy, which is why I have learned that it’s useful to pay attention to the price […]
Read MoreEvery year, threads emerge that can be used to tell the story of the U.S. economy, and therefore the financial markets. For me, one of the most interesting, consistent threads is the pace and level of energy prices. West Texas Intermediate (WTI) crude, which acts as the benchmark for oil produced throughout North America started […]
Read MoreComing to the close of 2022, there are multiple threads you can use to tell the story of the U.S. economy, and therefore the financial markets for the year. For me, one of the most interesting threads is the pace of energy prices. West Texas Intermediate (WTI) crude, which acts as the benchmark for oil […]
Read MoreFor most of 2022, supply shortages, along with increasing energy demand have been pushing the prices of energy products, including crude oil and natural gas to levels not seen since 2014. Oil prices have dropped off early summer peaks quite a bit as some of those shortages have moderated, however energy commodity prices in general […]
Read MoreThroughout 2022, the biggest storyline in the marketplace may be the pace of inflation. It’s been reflected in rising prices across the board all the way to the consumer level. One of the places it has been most clearly seen is the price of crude. West Texas Intermediate (WTI) crude, which acts as the benchmark […]
Read MoreThroughout 2022, one of the biggest storylines in the marketplace has been the pace of inflation. It’s been reflected in rising prices across the board all the way to the consumer level, and one of the places it has been most clearly seen is the price of crude. West Texas Intermediate (WTI) crude, which acts […]
Read MoreFor most of 2022, supply shortages, along with increasing energy demand have been pushing the prices of energy products, including crude oil and natural gas to levels not seen since 2014. Even more support for those high prices has come since February as a result of the ongoing Russia-Ukraine war sends ripple effects on multiple […]
Read MoreThe Energy sector has been a point of focus for just about everybody in one form or another for most of the past two years, and certainly for value-driven investors. 2020 was a rough period, owing to shutdown and shelter-in-place orders that cratered demand for crude oil. The next year, the sector was a reflection, […]
Read MorePart of taking a smart, value-based approach to investing in the stock market involves keeping track of information on industry and economic trends that are likely to have broad residual impacts on market activity. One of the sectors that I think has a broad carryover effect on multiple other sectors in the economy is Energy, […]
Read MoreOne of the big themes this year of the “reopening” trade has come from a generally expected increase in consumer activity in activities that were almost completely restricted in 2020 such as travel to take vacations. That generally implies consumer demand for airlines, hotel bookings, and resorts should also increase, which is typically good news […]
Read MoreSometimes there are forces that affect a sector or industry in such a way that it creates a storyline that extends into not merely weeks, or months, but years. These can be positive or negative, but one of the things that I find interesting as an analyst is to look for those threads and try […]
Read MorePart of taking a smart, value-based approach to investing in the stock market involves keeping track of information on industry and economic trends that are likely to have broad residual impacts on market activity. One of the sectors that I think has a broad carryover effect on multiple other sectors in the economy is Energy, […]
Read MorePart of taking a smart, value-based approach to investing in the stock market involves keeping track of information on industry and economic trends that are likely to have broad residual impacts on market activity. One of the sectors that I think has a broad carryover effect on multiple other sectors in the economy is Energy, […]
Read MoreIn the Energy sector, there are a lot of different industries to think about, with a wide range of types of businesses related to it. It’s easy to correlate Energy to crude oil, because that is the single commodity that most of the companies in the sector are tied to in one way or another; […]
Read More