A Way for Energy Investors to Ride the AI Boom
Investors looking to ride the artificial-intelligence wave have turned their eyes to a sleepier corner of the market—companies that own and operate power plants….
Oneok-Magellan Midstream Deal May Be in Trouble
The $18.8 billion deal by Oneok for Magellan Midstream Partners to create one of the largest U.S. energy pipeline operators could be in trouble.
Eva Pao – ISS and Glass Lewis Weigh In On ESG
The incredibly influential proxy advisory firms Institutional Shareholder Services (ISS) and Glass Lewis provide institutional investors with vote recommendations regarding proxy voting proposals, traditionally…
The War on Drugs and Carbon
By now, it’s not controversial to say that fighting a war on illicit drug supply rather than demand has been a failure. It hasn’t…
Eva Pao – Understanding The Reserve Life Index
People like to come up with stories to explain stock price performance. Good stories if the stock is up and bearish stories if the stock…
Energy Bulls Are Getting Paid to Stay Calm
Oil and gas stocks are holding steady despite weaker energy prices. Lavish share buybacks may be one reason. Energy prices and energy stocks have…
Does Anyone Remember the Green New Deal?
The Green New Deal was put forth on Feb 7, 2019, as House Resolution 109. It wasn’t just about clean energy. It was also…
No Farms, No Food; No Energy, No GDP
As we wrap up 2022 and look forward to 2023, talk of an oncoming recession is all around us. This would normally be a…
Jim Murchie – Un-American Activities
Un-American Activities – Where is Senator Joe McCarthy When You Need Him? By now many have heard the comments made by Amos Hochstein, the…