We discuss where markets were in 2025, what could derail portfolios in 2026, how to think about high-yield stocks safely, and how to tighten your process so you can invest with conviction.
The world economy seems to be reaching growth limits because there are too few easily extractable energy resources (as well as other resources, such as fresh water), relative to the world’s population.
In 2025, energy markets were driven less by policy narratives and more by hard constraints - supply, infrastructure, economics, and reliability reasserted control over prices, investment, and the pace of transition.
EURUSD appears to be entering a final wave E decline within its long-term triangle.
The economic “incidence” of the tariffs refers to the degree to which the tariffs’ costs are borne by the U.S or by the foreign exporter on whom the tariffs are imposed.
We can't be certain ever; that's for sure of course, but we're optimistic for now.
The recent, December 2025, Q dividend of $0.375 equates to $1.50 annually, which is used as the forward-looking annual dividend amount projected for the coming year.