HDRO News and Press, Defiance Next Gen H2 ETF From 06/30/22

We are nowhere near demand destruction for oil and gas. Blackouts, brownouts, surging prices are crashing the green energy narrative. Interestingly, people like electricity and get really grumpy when its not there. We think a golden age of renewal for non-renewables is about to be...

The transition towards a decarbonized economy is underway. It will involve a massive reallocation of resources. Economies will be reshaped as carbon emissions are cut, inevitably impacting portfolios. A possible acceleration from the current path, plus repricing that could have furthe...

We expect elevated inflation to continue into 2023 due to the lagged impact of food supply disruption and elevated energy costs. Should a recession occur, its scale is likely to be limited by the reduced number of negative feedback loops. Consumers enter this slowdown with a large...

The gap between energy stocks and consumer discretionary stocks is striking. We think the market is suggesting that extreme energy inflation will lead to a dramatic reduction in spending. If consumer spending turns out to be more resilient than the market expects, we think the con...

We remain cautious in equities, but in fixed income, investors now have more yield and credit spread to work with. We think that the Federal Reserve’s rate hikes for this cycle are becoming increasingly priced into the yield curve. Our fixed income team has stress-tested fo...

U.S. President Joe Biden has criticized oil majors for not stepping up to help combat record-high gasoline prices at the pump. Looking at Refinitiv Datastream, we observe U.S. oil production to see if oil companies have been increasing production since the pandemic. In reality, oi...

The Energy sector bounced along with the overall market on Tuesday, but last week, it was that sector’s turn to get taken to the woodshed. Last week marked just the sixth period in the last 30+ years that the Energy sector underperformed the S&P 500 by more than ten percent...

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Our topic for today is hydrogen stocks are the trading vehicles for companies that produce, use, transfer, or market hydrogen as a source of energy. According to the Department of Energy , “Hydrogen can be produ...

Russia has diverted a large share of exports to India and China, while European buyers have increased purchases from West Africa and Latin America. Greece, Malta, and Cyprus raised objections to a ban on the transporting of Russian cargoes by European-flagged vessels. The impendin...

The combination of high and rising global inflation and the Russia-Ukraine war has been driving commodities higher. Continued supply constraints from the Russia-Ukraine war and a resurgence in China’s economy will most likely support commodity prices for the rest of this year a...