The Quiet Bull Market You Missed
2026 has been completely dominated by two major investment themes. The first is the explosion in AI infrastructure spending that ...
Tag: materials
Peace at Last. What’s Next for Energy Stocks?
Is it really over? President Donald Trump announced yesterday that America had reached a ceasefire deal with Iran, punctuating the ...
The Efficiency Trap — And Why I’m Not Ready to Stop Worrying About AI
There’s an idea from 1865 that I can’t stop thinking about. Economist and logician William Stanley Jevons noticed something counterintuitive ...
There’s More to This Market Rally Than Tech
The tech sector is on fire. We know this. Everyone knows this. And as I wrote yesterday, the stock market ...
How to Avoid Losers in Materials Stocks
As I wrote yesterday, virtually every sector of the market is trending higher right now. All but one. Of the ...
Energy’s Back, Baby!
Energy’s back, baby! For the second week running, the State Street Energy Select Sector ETF (XLE) saw solid returns, rising 3.5% ...
The Sector That Followed Energy to the Top in 2026
2026 has been the year of energy. Oil and gas stocks started the year on a tear long before the ...
The One Trade Working Today
“US and Israeli forces pressed ahead with attacks on Iran while the Islamic Republic launched missiles across the Persian Gulf, ...
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