Power Hedge is an independent stock research and analysis firm with a passion for macro- and microeconomic analysis. The company was founded in 2010 by Daniel E. Gibbs. Mr. Gibbs has a very interesting background. He graduated summa cum laude from the Pennsylvania State University with a B.S. in ...
morePower Hedge is an independent stock research and analysis firm with a passion for macro- and microeconomic analysis. The company was founded in 2010 by Daniel E. Gibbs. Mr. Gibbs has a very interesting background. He graduated summa cum laude from the Pennsylvania State University with a B.S. in finance and entrepreneurship. He then went to work at the Travelers as an Information Systems Consultant. He spent many years in this role, using most of his paychecks to invest in dividend-paying stocks, primarily in the energy industry. He left this position to start up Powerhedge, LLC, which had managed to obtain a contract with an asset management company in Pennsylvania to be their primary provider of research. Mr. Gibbs has since expanded the company into private equity and investment banking, which is illustrated by it being behind the largest real estate deal in Pittsburgh in 2016. The company today operates as both a boutique investment bank and a stock research firm focused on dividend investing.
Power Hedge focuses our research primarily on dividend-paying, international companies of all sizes with sustainable competitive advantages. Power Hedge is neither a permabear nor a permabull. However, we believe that, given the current structural problems in the United States, the best investment opportunities may lie elsewhere in the world. The firms strategy is primarily buy and hold, but will stray from that strategy on occasion. Our ideal holding period is forever, however we realize that both internal and external forces can impact an investment. For this reason, we believe that it is vital to keep a close eye on all of your investments. We do not believe in changing an investment based on short-term market swings.
Traditionally, we have not always responded to comments but in order to improve the quality of our research, comments will be reviewed and we will respond to issues regarding errors or omissions. This does not include our premium service, Energy Profits in Dividends, which is available from the Seeking Alpha Marketplace. This service does include detailed discussions with our team both on the reports themselves and in a private forum.
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Latest Comments
The Energy Report: Running Into The New Year
This would actually make the inflation figures worse and kill the whole "Fed pivot" narrative.
Is It Time To Rethink Stock-Bond Allocations After Rate Hikes?
Treasuries still have a negative real yield. No thank you.
LNG Shipping Cannot Keep Up With World LNG Demand
They did sign a charter for an FSRU in Germany, but it wasn't the Excelerate Experience. It was the Excelerate Excelsior: https://ir.excelerateenergy.com/news/news-details/2022/Excelerate-Energy-and-the-German-Government-Sign-FSRU-Charter-Agreement/default.aspx
Interestingly, I can't find anything about the contract for the Experience, but it's probably valid for a couple more years given the length of these things. The only contract that Excellerate Energy signed for an FSRU in Germany over the past three years is for the Excelsior.
LNG Shipping Cannot Keep Up With World LNG Demand
The Excelerate Experience (the FSRU in the photo) is in Brazil, not Germany...
The Biggest Collapse In M2 Money Supply Since The Great Depression
I don't know about you, but I certainly don't see deflation when I go to the grocery store!
Netflix Focuses On Improving Monetization
NetFlix's problem is that it is paying too much for content and its exclusive shows and movies are not good enough to get people to pay more for subscriptions.
Three Ways To Play Gold’s 2023 Surge
What Triggered Silver’s Hiccup On The 5th Of January?
Honestly, I'm not sure.
I'm thinking that there are probably a lot of people out there that think that zero interest rates and no inflation is "normal." Historically, it's not... it's just that we had it for a decade and that's basically an entire generation on Wall Street.
What Triggered Silver’s Hiccup On The 5th Of January?
For some reason, the market is looking at nominal interest rates, not real interest rates.
Monetary tightening would be very bad for precious metals. We don't have monetary tightening though since real rates are still negative. The Fed's current policy is simply less loose than it was.
Fed Admits Recession Is "Plausible", Pushes Back Against "Unwarranted" Easing Expectations
Central banks around the world seem to agree with you considering all the gold buying and dollar dumping going on.