For the time being, natural gas continues to be the fuel of choice.
A lesson from Jake and the house he can no longer afford.
Expectations for 3rd quarter corporate earnings and economic growth were probably too pessimistic going into October.
Each is a leader in its respective industry, and all three benefit from durable, long-term macro trends.
But it is hard not to believe that the bull market is going to resume.
We are entering a seasonally strong period for technology.
Two bills are making their way through Congress right now that pose a danger to the innovation that makes transparency possible on the internet.
Natural gas is now much cheaper than oil, and that has big implications for American manufacturers.
The uncertainty of resolution on many fronts has meant that as investors, we’re waiting for something to give.
The overall market appears to have somewhat stabilized, so we will consider making some purchases over the next few months.