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Have Stocks Already Priced in the “Economic Boom?”

The media is buzzing with claims of an “Economic Boom” in 2021. While the economy will most certainly grow in 2021, the question is how much is already “baked in?”

Have Stocks Already Priced in the “Economic Boom?”

The media is buzzing with claims of an “Economic Boom” in 2021. While the economy will most certainly grow in 2021, the question is how much is already “baked in?”

U.S. Retail: The Realities and Opportunities in a Changing Landscape

America is over-retailed with well over 1,100 malls across the country and thousands more strip-shopping centers. Many of these malls and centers are in physical decline and are filled with irrelevant brands that sell products and services that are no longer important. The retail cleansing had already begun before the Covid-19 pandemic, but the process has been accelerated dramatically.

ReSolve’s Riffs with Jason Buck on Slaying Dragons and Tail Risk

Every time equity markets experience a major selloff, investors’ attentions are drawn to the handful of strategies that actually benefitted from the event. So-called crisis alpha comes in many flavors and iterations, which further complicates the allocation decision.

The Biggest Pipeline Companies Are Doing Well

Last week Enbridge (ENB) and Enterprise Products (EPD), North America’s two biggest pipeline companies, were among those reporting earnings. Both beat expectations – ENB reported 2Q EBITDA of $3,312MM versus $3,155MM, helped by strong results in natural gas transmission.

The Biggest Pipeline Companies Are Doing Well

Last week Enbridge (ENB) and Enterprise Products (EPD), North America’s two biggest pipeline companies, were among those reporting earnings. Both beat expectations – ENB reported 2Q EBITDA of $3,312MM versus $3,155MM, helped by strong results in natural gas transmission.

Pipeline Opponents Help Free Cash Flow

Several major pipeline developments last week might well represent a key turning point in how the industry operates. Berkshire Hathaway (BRK) acquired Dominion Energy’s natural...

Pipeline Opponents Help Free Cash Flow

Several major pipeline developments last week might well represent a key turning point in how the industry operates. Berkshire Hathaway (BRK) acquired Dominion Energy’s natural...

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