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Defense, defense, defense. I’ve been banging the drum like crazy on that sector all year. Then this week, we saw yet another reason why it’s beating the you-know-what out of the averages:...
Harvey, Irma, and now Maria. Who would have thought that these three names would strike so much terror into the hearts of residents of Texas, Florida, and now Puerto Rico? The potential damage...
In just a few short hours, the Federal Reserve will reveal its latest interest rate and balance sheet plans. My research suggests one sector could be a BIG winner, assuming the Fed says what I...
You may have noticed that the way we travel from Point A to Point B is changing. And this is already impacting fossil fuels. Last week, China said it’s working on a date to stop selling gas...
You’ve heard me talk about our Weiss Ratings Model plenty of times. But what is it really? How does it work? And most importantly, why should you care? That’s a lot of questions, and I’ll start...
Hurricane Harvey recently hammered Texas, causing losses that could eventually total tens (or even hundreds) of billions of dollars. Now in Hurricane Irma’s wake, many are wondering about...
Hurricanes Harvey and Irma have together caused billions of dollars in property damage, disrupted countless businesses, and tragically, cost dozens of lives. But as I wrote recently, the...
The market is getting buffeted by two powerful forces: The geopolitical fallout from North Korea’s aggressive nuclear test and worries over major economic and insurance losses tied to Hurricane...
As the clean-up begins in earnest after Hurricane Harvey, the storm’s financial impact inevitably comes to mind. Customers have loans and deposits with banks in the region, and they may worry...
The scenes in Texas are as shocking as they are heartbreaking. We’re seeing once again that flooding caused by storm surge and heavy rain can be much more devastating during hurricanes than the...