I covered Chevron CEO Mike Wirth’s stark warning about oil price pressure building through June and July, and the IEA data showing global inventories drawing down at a record pace. This week, on July 7, Read more…
With the U.S.-Israeli strike on Iran and subsequent closure of the Strait of Hormuz sending the price of jet fuel up to highs unseen in years, multiple small and mid-size airlines have had to file Read more…
I have covered AMD twice this July. First, Goldman Sachs raised its price target to $640 from $450 on July 5. And before that, when Wells Fargo made the same fundamental argument at the start Read more…
Live sports are the last thing on American television that everyone still watches at the same moment. Scripted hits get binged alone. Award shows shed viewers every year. But when the national team plays a Read more…
Food manufacturing companies continue to grow even as the jobs behind familiar grocery products shift. For shoppers, the change may not be immediately obvious, as snack bars, candy, crackers, and pet-food brands can still be Read more…
Nvidia has lost roughly a trillion dollars in market value in less than two months. Although the semiconductor index has nearly doubled year to date, Nvidia is up only about 4%. For the company that Read more…
Markets Oil remained at the center of attention today, if only because there was little else to inspire markets. The collapse of the ceasefire is not particularly suggesting that the US and Iran are close Read more…
Greg Abel‘s first quarter running Berkshire Hathaway‘s equity portfolio produced one of the most dramatic reshuffles the conglomerate has seen in over a decade. The new CEO initiated or significantly expanded positions in five stocks Read more…
Sadly, higher oil prices are making a comeback. For how long is unknown. Also unknown: how will the latest increase in tensions in the Persian Gulf affect pump prices in the United States over the Read more…
You can save well for retirement, manage your IRA or 401(k) carefully, and even adjust spending downward when markets don’t cooperate. But there’s still a lurking threat to your retirement security you should know about Read more…