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ReSolve Riffs with Doomberg on Peeling the Layers and Unpacking the Facts Behind Headlines
In this episode, the Doomberg team explores the complexities of energy policy, market dynamics, and innovative solutions for a decarbonized and sustainable future.
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A Pipeline Win From The Debt Ceiling
On Friday, the US Court of Appeals for the District of Columbia agreed that the Federal Energy Regulatory Commission (FERC) had “inadequately explained its decision not to prepare a…
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Navigating Volatility: Portfolio Allocation Insights for Concerned Investment Advisors
Investment advisors face challenges in managing portfolios amidst a dynamic market. One notable trend is the flat performance of Russell 1000 value, coupled with suppressed volatility in a…
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Consumer Spending on “Selective Indulgences” Remains Strong
Aggregate spending is a bit above the long-term trend, so we expect the spending dynamic to change as consumers continue to make important choices. As personal income goes positive as…
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Alerian Still Clinging On
An unintended side-effect of Oneok’s (OKE) proposed acquisition of Magellan Midstream (MMP) has been to give a bid to smaller MLPs. This has come about because of the shrinking pool of names…
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The AI Revolution. A Repeat Of History.
The artificial intelligence, or "AI," revolution is upon us. The financial media and headlines are abuzz with stories of generative "AI" and the subsequent "industrial revolution."
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Consumer Spending is Mean Reverting Back to Long-Term Trend
When consumers were locked in their homes and shopping online, savings rates and goods spending went parabolic. When things go parabolic, they should be expected to mean revert to the…
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The Jackrabbit Case: Navigating the Ups and Downs of the Market
When we think about the stock market, we often assume that it moves in a linear fashion. Up or down. However, there are times of uncertainty that the market reacts like a jackrabbit – bouncing…
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Why Future Returns Could Approach Zero
What if I told you that future returns could approach zero? Such seems hard to believe, considering young investors piling back into the markets since the beginning of the year. As I discussed…
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Oneok Does A Deal Nobody Needs
Oneok Inc (OKE) surprised sell-side analysts with their Mother’s Day acquisition announcement of Magellan Midstream, LP (MMP) at a 22% premium. Anticipated synergies of $200MM aren’t that big…
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The Debt Ceiling Crisis that Probably Isn’t
The financial media is rife with misinformation on the debt ceiling and the jump in interest rates. However, a history review shows that the "debt-ceiling" issue is not only a non-crisis, but…
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