BCX News and Press, BlackRock Resources of Beneficial Interest From 10/20/21

The power of "excess liquidity" continues to drive the markets higher. I expect much more upside for the S&P 500 index. Are we at "the beginning of the end of easy money?" Inflation is here. It's ugly. It's painful. But you can beat it and make money. I lay down the best secto...

A reader asked for my thoughts on BCX. BCX is a diversified energy, resources, and commodities CEF. BCX provides investors with a solid inflation hedge, and yields 5.2% to boot. On a more negative note, it has underperformed since inception. An overview of the fund follows...

As inflation has risen, commodity producers have become top-performing stocks while most fixed-income investments are becoming lackluster. BlackRock's BCX offers a means by which income investors can mitigate inflation risk and generate a strong 5.2% yield. BCX owns a diversified ...

Inflation hurts many securities – these three will benefit from it. These three picks will provide you plenty of cash now and into the future. Cash makes life easier, thus making it easier to achieve your goals. For further details see: Boost Your Income Now: 3 Pi...

The IHS Markit Global Sector PMI™ signalled sustained strong recovery for the global economy, led by the consumer services sector. Basic Materials sector output growth eased for a second straight month to land in the last position of the eight sector groups we track in the glob...

Stocks are expensive, and people aren’t buying because they want to but rather because they feel like they have to. When people say they are panicking into “the market”, what they really mean is they are panicking out of bank deposits or other safe assets. This pa...

When the markets goes on the make a new high and all economically sensitive sectors such as these do not confirm the new high, it is a clear signal the new highs are not being supported by economic fundamentals. We are seeing significant bearish divergences in almost all measures of b...

Webinar on inflation and oil supply constraints - presentation to the Houston Investors Association. High CPI print. Headlines trumpeting inflation as fund managers reduce their inflation expectations. For further details see: Inflation Goes Mainstream: High CPI Print An...

Oil narrative is improving with repeat inventory draws. Inventories have fallen below their 5-year average. Oil futures are in backwardation. The oil-oriented rig count is not keeping pace with price increases. OPEC+ may have less production capacity than broadcast. ...

As the world convalesced from the pandemic, stocks advanced in the second quarter and earnings rebounded across sectors. With business gains broadening amid complex market risks, we think investors should lean on quality to find stocks that will perform well in a normalizing world eco...