president trump photo

ETFs With The Most Exposure To Trump’s Trade Wars

From Zacks: The trade tensions between the United States and China have hit a fever pitch. Both will now enact a 25% tariff on each other’s $34 billion worth of goods from Jul 6. The remaining $16 billion worth of goods will be under public review. But the situation may take an uglier turn as White House […]

oil stock

U.S. Energy Is Breaking All Kinds Of Records Right Now (XLE)

If you recall, during the second presidential debate in October 2016, Hillary Clinton falsely claimed that the U.S. is “now, for the first time ever, energy independent.” Many were quick to point out the inaccuracies. For one, the U.S. has been a net energy exporter before, most recently in the 1950s. And two, America isn’t […]

bank sector

It Might Pay To Be Long Energy, Short Financials (XLE)

From Steven Vannelli, CFA: As of this writing, WTI crude oil is back above $65/barrel, closing in on the recent $66.33 high on January 26. While oil and US equities have been in a “wedge” formation where, hemmed in by the January 26 high and the February 90 low, crude oil has broken out from […]

Image of oil derricks

Is The Energy Sector Flashing A Buy Signal? (XLE)

From Steven Vannelli, CFA: Year-to-date the energy sector is the worst performing sector in the developed markets. In the tables below, I highlight statistics from our Knowledge Leaders Selection Universe (KLSU) which captures the top 85% of market cap in the developed and emerging markets.