Simon Lack and Henry Hoffman of SL Advisors consider inflation risks to investors and how to respond
On Wednesday during Q&A following Jay Powell’s speech to the Economic Club of Chicago, he warned
Last week President Trump said the EU should close its trade surplus with the US by buying $350BN of
Dimitri Alperovitch co-founded CrowdStrike, the cybersecurity firm whose faulty software update on t
Last year luxury car sales in Singapore collapsed. Sales of new Bentley, Ferrari, Jaguar and Rolls R
A new administration took office determined to change the economy’s direction with overhauled polici
Americans did vote for tariffs when we elected Donald Trump. Many perhaps thought they’d be implemen
Which is a more important measure of an investment manager’s skill – the return on the first dollar
$1.4TN is a huge sum by any standard. It’s more than Spain’s entire stock market capitalization and
In recent years climate extremists have become adept at weaponizing the legal system in pursuit of t
There are few parts of America redder than Naples, FL. Kamala Harris signs were nowhere to be seen
I spent a few days last week at the Catalyst Funds National Sales Conference in Puerto Rico. Catalys
On Monday the market dipped back below its pre-election level. The proximate cause was Trump’s ambig
Midstream companies are generally unaffected by the current round of daily tariff updates. Their sto
Last week I gave a lunchtime presentation to a local investment club organized by Elliot Miller, a f
Daniel Yergin is right to call it the Energy Addition. In an essay in Foreign Affairs called The Tro
Suppose for a moment that the Sierra Club was a political party, with candidates running and elected
It seems a lifetime ago, but in the latter stages of the capital bust that was the shale revolution,
Among Winston Churchill’s many memorable quotes is, “An appeaser is one who feeds a crocodile, hopin
On Thursday morning Williams Companies released their earnings without the rumored announcement of a
On Monday Energy Transfer announced the first Behind The Meter (BTM) agreement of the AI era. They’l