Tactics & Trends
EQUITIES SNAPSHOT
Get Equities to your inbox how you want it.
Stocks & Sectors
- 09.25.23
Why distillate crack spreads will likely experience more volatility.
Economy
Of course, I couldn’t envision the extent to which AI would take off when I initially urged you to buy Nvidia.
The energy sector is doing the right things — focused on free cash flow, dividends, share repurchases, and a strong balance sheet.
There’s more to a market cycle than boom and bust; there’s a sideways market that appears somewhere between.
The asset is truly unique in that it is entirely uncorrelated to the overall market.
The presidential election cycle was one of the main reasons we aggressively bought stocks in January.
Natural gas is a seasonal commodity, historically peaking as winter approaches. In 2023-24, geopolitics could play a critical role.
