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Recent Articles
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Dividend Increases/Decreases for the Week Ending January 24
Jan 24, 2020
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Let's take a look at companies that raised/lowered their dividend this week.
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Why *NOW* Do You Care About Boeing’s Stock?
Jan 23, 2020
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Image Source: Robert Sullivan.
In no, way shape or form should you *now* be interested in Boeing’s stock. Let’s explain.
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Why Natural Gas Prices are So Low and Will Likely Remain So for Some Time
Jan 23, 2020
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Image Source: Cabot Oil & Gas Corporation – November 2019 IR Presentation.
Domestic natural gas strip prices in the US are trading at rock bottom levels as of this writing, and we expect the pain will only continue. There are many reasons why natural gas prices in the US are quite low right now including surging associated production (gas supplies produced alongside oil, condensate, and natural gas liquids) from unconventional upstream plays where natural gas is viewed more so as a nuisance than a marketable product given the liquids-oriented economics of those plays, surging non-associated production (natural gas supplies are the only product) out of Appalachia over the past decade (the growth in natural gas production in Pennsylvania, Ohio, and West Virginia has been astounding due to the Marcellus and Utica shale plays), and the lack of the kind of serious weather-related demand this winter season (such as a very cold winter in North America, especially in the Midwest and East Coast) that can quickly drain flush storage facilities.
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Resetting Your Mental Model
Jan 23, 2020
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Image Source: affen ajlfe.
Having the right mental model and using the right information can be the reason why you win or lose in investing.
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Economic Commentary: Bank Earnings, US-China Phase One No Big Deal and More
Jan 22, 2020
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Bloomberg recently reported that U.S. banks’ record-breaking earnings have likely peaked for this cycle. We’ll get the team’s thoughts on this, and we’ll also cover views on the corporate credit cycle, China GDP, and the US election cycle. We don’t think the US-China Phase One deal amounts to much, other than removing the uncertainty that it, itself, created.
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