By Sid Ruttala When oil spikes, investors tend to reach for the same old script. Energy prices go up, energy stocks follow, cash flows surge, dividends look safer, and suddenly what felt pedestrian last month starts to look positively strategic. That instinct is...
When markets think of Donald Trump, they often think of volatility. Tweets that move oil prices, tariff threats that unsettle Asia, and the ever-present promise to “bring manufacturing home.” Yet beneath the noise lies something far more structural, a reshaping of...
There are moments in markets where the noise becomes so loud, it drowns out common sense. Tariffs, geopolitics, inflation, central banks, and a US Congress with a taste for budgetary excess. And yet, despite all the reasons to panic, a certain type of company is...
