PXI News and Press, Invesco DWA Energy Momentum ETF From 06/03/22

In this article, I start by explaining why the bull case for coal, in general, is doing so well based on supply, demand, and geopolitical tensions. One of the best ways to play this is by buying CONSOL Energy. This company has well-diversified exposure, a healthy balance sheet, higher...

Commodity markets remain vulnerable to Russia-Ukraine developments. Tightness in several commodities means that markets are likely to be more sensitive to any supply shocks. Tightness in energy and some agricultural commodities is set to persist for the foreseeable future. Disrupt...

Energy and commodity companies are largely paid in U.S. dollars. Portfolios that focus on inflationary growth sectors are benefiting from high prices for copper, crude oil, natural gas, fertilizer, lithium, and other higher commodity prices. The median new home sales price is now ...

WES management executed superbly on the financial and operational fronts in the first quarter. The company continues to grow cash flow and repurchase units. At current prices, we believe WES units offer some of the best value in the midstream sector. For further details see:...

Central banks are facing a growth-inflation trade-off. Hiking interest rates too much risks triggering a recession, while not tightening enough risks causing runaway inflation. The Fed has made it clear it is ready to dampen growth. Implication: We are neutral developed market (DM) equiti...

How similar will the next three or five years look from the years that immediately preceded the pandemic? And what are the implications for us as global equity investors? We don’t expect anything like the hyperinflation and stagflation we experienced in the 1970s; our outlook s...

Plunges in sentiment like we are seeing right now only go this far during a recession. People don’t need the government to tell them we are in a recession to start feeling like we are in a recession. The unprecedented mountain of consumer debt leaves us far less resilient to wi...

The economic news emanating from Britain and the European Union is continuing to come in weak, as many European countries are expected to slip into a recession this year. While inflation may be ebbing in China and the U.S., inflation is still accelerating in Britain and the rest of Eu...

Midstream had a strong week, finishing 1% higher amid the wider market turmoil. Midstream fundamentals are holding up well, with the bullish sentiment reflected in management commentary at the 2022 EIC MLP conference held this week. We invested the remainder of our distributions i...

Our rising price problem is, more than anything, a supply problem, and reducing demand is certainly one way to tackle it. But returning to the pre-COVID growth rate doesn’t mean we are headed to recession, that contraction is in our immediate future. US stocks and REITs wer...