FRAK News and Press, VanEck Vectors Unconventional Oil & Gas ETF From 01/04/23

Summary For 40 years, steadily declining inflation and interest rates buoyed equity returns. That changed abruptly last year. Investors must now adjust expectations to a new macroeconomic and market landscape that will require a fresh mindset to reach long-term goals. By...

Summary All the positive sales and earnings forecasted are concentrated in the top 15% of all stocks that I monitor. In other words, institutional buying pressure is focused on fewer stocks than normal. Energy stocks are big winners in 2022. In addition to high energy prices, the buying...

Summary Much of Wall Street will be taking off this week. It will be a week filled with lots of economic readings. There will be no earnings and no Fed speak. By Ed Moya US Thin trading conditions could persist as much of Wall Street will be taking off th...

Summary As we enter 2023, bottom-up fundamental research is going to be critical as we go through this environment. So economic growth in '23 is pretty uncertain in some regions, maybe a little bit more certain in others. I think energy transition is something which is going to cont...

Summary The key supply uncertainty for the oil market this year has been how well Russian supply would hold up. We believe that there is upside to European gas prices in 2023 - however, much will depend on how much storage the EU manages to draw down this winter. We expect power mar...

Summary Inflation continues to moderate, not only here, but also in Europe. Despite the negative economic reports and the reaction to the Fed rate hike, the US Dollar barely budged for the week. Value yet again outperformed Growth in the last week, this time by a spread of almost 1%...

Summary Avoiding envy, and its associated pitfalls, is one of the simple secrets to a successful investment portfolio. Value once again outperformed Growth in the last week. After closing below the 200-day moving average for two weeks running, the US Dollar seems firmly entrenched i...

Summary U.S. equity markets are grappling with the highest inflation in decades, critical central bank policy decisions, and slowing economic growth. Energy’s positive dispersion can be attributed to the outperformance of energy stocks this year, which has propelled the S&P E...

Summary Surging stocks show markets believe hopes of a soft landing by the Fed to be true. We disagree and stay underweight developed market (DM) stocks. U.S. stocks jumped and bond yields plunged after October CPI rose less than the market expected. But sticky core inflation keep...

Summary In our polarized world, your politics can be hazardous to your performance. Many political claims seem to make sense but do not hold water. The economy, energy policy and inflation may be the poster children of this campaign. Market reaction going into (and coming ...