Russia using energy as a weapon has changed the paradigm. War in Ukraine and subsequent sanctions have jarred the world into the realization that energy independence is necessary. In early March, the United States announced a ban on all Russian oil imports. Should the rest of the world follow,...
Continue Reading
For several years now, growth stocks, led by the largest technology companies like Amazon, Facebook, Microsoft, and Google, have outperformed their slower-growing value counterparts. Fundamentally, the rapid growth in revenue and cash flows at the tech giants justified their outsized moves. Value companies struggled to grow, and their valuation-discounts...
Continue Reading