Inside the Gift and the Curse of the Energy Sector

Don’t worry. The “curse” largely boils down to Iran War’s impact on renewable energy stocks. On the other hand, the conflict has been a gift to traditional fossil fuels equities, explaining why the energy sector is the …

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I’ve Got Royalty on the Brain

After exploring Brighton Beach and Bristol, and then Cornwall all the way to St. Ives and Penzance, I wrapped up my Great Britain trip with a couple days in London.

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Don’t Pen Value Investing’s Obit Just Yet

The purported death of value investing is widely lamented, but the reality is something different. Value investing is alive, but value stocks have long lagged growth counterparts. Still, there’s a compelling case for bu…

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Mind the Gap: ETF Investors Missed $3.8 Trillion

ETF and fund investors gave up $3.8 trillion over the past decade to poorly timed trading, Morningstar research shows. That gap, the difference between what funds actually returned and what investors earned, is a number…

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How the ETF Wrapper Unlocks Energy Stocks in FENY

To say it’s been an interesting year for energy stocks is an understatement, yet for many investors, performance has remained remarkably consistent. While volatile energy costs significantly impact the broader economy a…

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July 2026 Market Commentary

The market came into the 2nd quarter of 2026 with weakness due to concerns over Trump’s launch of operation Epic Fury alongside Israel against Iran. In the month of April, global markets experienced a turnaround resulti…

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If ASML Is Awesome Again, This ETF Could Surge

Dutch semiconductor equipment giant ASML Holding NV (ASML) is not a value stock in the strictest sense of that term, but like any other growth stock, this artificial intelligence (AI) play delivers periods in which it o…

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