Wednesday, December 18, 2024
The United States is expected to become the world’s largest exporter of liquified natural gas (LNG) in 2023. Last year was a record for long-term contracts signed by U.S. LNG exporters, with agreements for 65 million metric tons per year in exports—more than triple the 2021 amount! The U.S. has the capacity to export about […]
The war in Ukraine certainly boosted energy stocks in 2022. But it also lit a fire underneath another sector: defense stocks. Shares in defense companies have surged in recent months, eclipsing the gains seen in the wider stock market averages. An MSCI global benchmark for the sector is up almost 30% in dollar terms since […]
2022 was truly a breakout year for generative artificial intelligence (AI), which can produce fluent textual responses to questions, draft stories, and generate images on demand. But generative AI really came to the fore for investors after Microsoft (MSFT) made the decision in January of this year by to invest $10 billion in OpenAI, the […]
I continue to maintain that the 2023 stock market will look a lot like the 2022 stock market. Big tech continues to reel from overspending during the pandemic, and are being forced to fire large numbers of employees to cut costs. Meanwhile, America’s more traditional mid-cap companies in dull sectors like manufacturing—which have had to […]
As the emerging world’s economies grow and become more developed, healthcare professionals are worried about an unpleasant side effect. Whenever populations’ dietary habits change amid economic growth, more and more people are become overweight. This, in turn, leads to a dramatic rise in cases of diabetes. But there’s hope on the horizon for those suffering […]
The global energy transition away from fossil fuels and toward low carbon sources is well underway. In fact, investment in this transition is accelerating. In 2022, a little more than $1 trillion was plowed into new technologies such as renewable energy, energy storage, carbon capture and storage, electric vehicles, and more. Not only is this […]
The global electric vehicle market is projected to grow from just $287 billion in 2021 to a massive $1.31 trillion in 2028, forecasts Sustainalytics, a leading independent ESG and corporate governance research and analytics firm. That nearly one-and-a-third trillion-dollar market is an opportunity few investors will want to miss. However, many investors looking to hitch […]
The world’s major oil companies have all reported record annual profits. And, despite what Wall Street is telling you, these are still stocks you want to have in your portfolio for both growth and dividends. One oil major in particular reported some great earnings on February 2, making it a buy. Let’s take a look… […]
Sunnier days are returning to the global travel industry, especially air travel. Passenger traffic recovered dramatically in 2022, after collapsing in the first years of the coronavirus pandemic. While global air travel is still down about 20% from 2019, here in the U.S. it is pretty much back to pre-pandemic levels. Nearly 76 million people […]
The energy sector is one that keeps rewarding its investors. For example, let’s look at the so-called “Big Three” oil services companies: Halliburton (HAL), Baker Hughes (BKR) and SLB (SLB)—formerly Schlumberger. In 2022, these firms registered their most profitable 12 months since the heyday of the U.S. shale boom, reporting an aggregate net income of […]
