Latest Insights on THS
Rising Oil Prices Are Creating New Opportunities
September 28, 2018 Global Economy
Oil is going to $100. Bank on it. I know I’ve harped on alternative energy as the way of the future numerous times in the past. That’s still true. Alternative fuel cars are still going to dominate the roadways, even electric cars — Elon Musk’s run in with the U.S. Securities and Exchange Commission won’t […] Political Turmoil Creates a Tight Squeeze in Crude Oil
September 28, 2018 Global Economy, Stocks
The Wall Street Journal called me yesterday. A reporter wanted my thoughts on why the oil price “suddenly” started surging. I laughed. I couldn’t help it. You see, with all the other news stories out there about trade wars, tariffs, interest rates and the Kavanaugh hearing, the oil market was kind of forgotten in the […] The Yield Curve Holds the Secret to the Market’s Health
September 27, 2018 Stocks
On Wednesday, the Federal Reserve raised short-term interest rates by a quarter point and signaled yet another quarter-point hike before the end of the year. Notably, this is the first time the Fed funds rate — currently at 2.00% to 2.25% — has risen above the rate of inflation. The Fed’s preferred metric for inflation […] Cybersecurity Stocks Soar as Privacy Goes Mainstream
September 25, 2018 Privacy Invasion
Seeing the ad on TV made me realize that privacy has gone mainstream. Maybe that’s why cybersecurity is becoming a $1 trillion industry… American Shale Basins to Save Production
September 21, 2018 Oil
Now that we are over a year into the bull market in oil, we are seeing the second- and third-tier shale deposits getting drilled.