Independent thinking for complex markets and current events
Authored by Kurt Cobb via OilPrice.com, U.S. transformer wait times have ballooned from 50 to 127 weeks, crippling grid resilience in the face of wildfires, storms, or attacks. The Build America, Buy America Act and global demand for transformers have limited supply, with domestic production covering only 20% of needs. Experts warn that the grid …
The Fed’s sustained purchase of mortgage-backed securities post-crisis isn’t just an oversight; it’s a massive market distortion. For years, they created artificial demand that kept mortgage rates unnaturally low, making homeownership seem more accessible while inflating home prices. The truth is, we’ve been living in a housing bubble held together by Fed policy. The ramifications …
For years, tech has felt like the safest bet, the untouchable giant. But maybe the real opportunity is in the places most are too cautious to explore. Over the past decade, the fund has maintained an average annual return close to its long-term target of 4%. However, Nicolai Tangen, CEO of Norges Bank Investment Management, …
by TheBarnacle63 I just checked ratings for S&P components, and I am a bit shocked at what I see. Here are the ratings based on Strong Buy, Buy, Hold, Underperform, and Sell Strong Buy: 29 Buy: 349 Hold: 117 Underperform: 4 Sell: 0 No Rating: 1 I get nervous when no analyst is willing to …