The latest Consumer Price Index report showed that inflation rose to a three-year high in May. Core inflation, which strips out food and energy, was more contained, but still running above the Federal Reserve’s preferred comfort zone. A surge in gasoline, diesel, jet fuel, and other energy costs can hit consumers quickly, even if the broader inflation picture is less…
The best non-AI trade of the decade might be hiding in your gym’s lobby. Gen Z — the largest consumer cohort in history — is making a quiet but seismic spending decision. They are not going to bars or spending Friday nights out at restaurants. They are paying hundreds of dollars a month for premium gym memberships, boutique fitness classes,…
Around 20 million barrels of oil per day (BPD) traversed the Strait of Hormuz before the war with Iran. That accounted for about 25% of the global seaborne oil trade and around 20% of the total global supply. According to tanker tracking data, oil flows through the Strait of Hormuz have slowed to a trickle since the war with Iran…
Money is a mystery for many people, but it doesn’t have to be that way for your family. While there are no guarantees, having money conversations with children from a young age may help them make smarter financial decisions when they get older. Talking with your parents can be equally important, although no less challenging. However, you have to take…
When it comes to investing, one of the most common things I hear from people is, “I just don’t have any extra money to invest.” Many people assume the answer involves making a major lifestyle change. They think they need a second job, a big raise, or a dramatic reduction in spending. While those things can certainly help, I often…
Agentic artificial intelligence (AI) is the next evolution of AI, and with it will come another big opportunity in the chip space. Instead of graphics processing units (GPUs), though, the chips leading the charge in the agentic AI race are central processing units (CPUs). CPUs act like the brain of the computer, and more will be needed to handle the sequential reasoning…
Global pharmaceutical sales are expected to exceed $1.2 trillion in 2026, according to Statista. Worldwide oncology sales alone are projected to be $232 billion this year. Experts estimate an aging baby boomer generation will help fuel 4.7% annual pharmaceutical revenue growth, and global pharma sales will reach $1.5 trillion by 2030. Pharmaceutical stocks can be excellent defensive investments during times…
I often refer to NVIDIA Corporation (NVDA) as the grand finale. That’s because NVIDIA is no longer just another semiconductor company. It has become one of the clearest gauges for the health of the artificial intelligence boom. Investors aren’t just looking for a simple earnings beat. They want proof that AI chip demand is still strong, that data center spending is…
One of the biggest mistakes investors make with utilities is chasing yield while ignoring durability. A high yield can look attractive for a quarter or two, but over a full market cycle, the utilities that consistently outperform are usually the ones that combine three characteristics: stable cash flow, constructive regulation, and disciplined capital allocation In today’s market, where artificial intelligence,…
Why are investors buying international stocks? Some of the demand is driven by positive reasons: expected economic growth and future earnings gains in other countries. But some investors are also moving away from America. This doesn’t mean that U.S. stocks are doomed. But if you’re an American investor who wants to diversify your portfolio against the risks of a possible U.S.…