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Midyear Outlook 2022: How to Reap Returns During a Recession
As we enter the second half of the year, many questions remain regarding the trajectory of financial markets and the economy. Our stance on stagflation (or "recession-inflation") remains…
“The Lookout” from Catalyst
The Lookout | Week of December 05, 2022
This week will be an important one for the energy sector with several important industry-related figures set to be released. To help investors make sense of what’s going on in the world of…
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Will Kinder Morgan Cover Its Cost Of Capital?
Kinder Morgan (KMI) reported earnings last week and announced that President Kim Dang will be taking over from Steve Kean as CEO. This prompted us to look back over KMI’s history, which…
2023: A New Group of Brands Enter the Alpha Brands Consumer Spending Index
As a reminder, each December our team at Accuvest goes through a rigorous process to update the investment universe for the Dynamic Brands equity strategy. The result is a 200-company list…
From All-Weather to All-Terrain Investing for the Stormy Decade Ahead
The endowment portfolio characterized by 60 percent in stocks and 40 percent in bonds has thrived over the past four decades, but sustained high inflation has the potential to lower returns…
The Lag Effect Of The Fiscal Pig & Economic Python
For those unfamiliar with the term “pig in a python,” it refers to when a python consumes its prey. It does so by swallowing it whole, in this case, a pig. The American-English definition of…
US Oil And Gas Production Growing
The US Energy Information Administration (EIA) published their Short Term Energy Outlook last week. The EIA produces an enormous amount of data and is apolitical. For energy investors it’s…
December HANDLS Market Recap: Out Like a Lion
Capping a brutal year for income investors, both the equity and fixed-income markets lost ground in December. The Core Large Cap Equity category returned -7.8% while the Core Fixed Income…
Is the Fed Trying to Wean the Markets Off Monetary Policy?
That is a powerful assessment that, if true, has an overarching impact on the economic and financial markets over the next decade. Such is especially important when considering the effect…
Don’t Bet On A Return To 2% Inflation
Fed chair Powell downplays the blue dots but often refers to them at his press conferences. Usually, the dots move towards the market as the Fed even has trouble forecasting their own policy…
Investor Resolutions & January Stats For 2023
With 2022 finally over, and not soon enough, such is an excellent time to review our "investor resolutions." However, before we commit to our resolutions, let's check what the month of January…
Clark: Investing Rule #1 – When Leading Businesses Go on Sale, Buy More – A Historical Perspective
In case you missed last week's blog, I'll start with the same theme. There's been significant damage to asset prices in 2022. Last year was one of the most difficult environments for investors…
Looking Back on 2022
Readers know not to expect bearish views on energy from this blog. A year ago, we offered ten reasons why we thought the outlook was positive (see The Upside Case For Pipelines – Part 1 and…
Few Got Asset Allocation Right in 2022
For those who malign 2022 simply because of lousy investment returns, poor asset allocation is the cause. More energy exposure and no bonds would have made the year more agreeable.