Investing and Analysis

A New Chapter in American Retail

Heading into this holiday shopping season, E-commerce has matured to the point that Amazon is now the pre-eminent 800 pound gorilla in the popular perception of America’s retail space. “Amazoned” and “Amazonization” have become accepted terms in common parlance to describe retail businesses that have failed due to their inability to compete on-line. And there is no doubting that on-line ...

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The United States of Liquified Natural Gas

2016 could prove to be a pivotal year in America’s history for a reason that few Americans currently appreciate. At Cheniere Energy’s Sabine Pass property in Cameron Parish, Louisiana, America exported its first cargo of domestically produced liquefied natural gas (LNG) from the contiguous United States in over 50 years. Before year end 2017, Dominion Energy’s LNG plant in Cove ...

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Junk Bonds Suddenly Garnering Media Attention

Much has been written lately about junk bonds and how they are overvalued. Type “junk bond news” into a search engine and you will see what I mean. I did this earlier and saw articles from Barron’s, Bloomberg and The Financial Times, and all three had been published in the previous 24 hours. Go back a month, and you will ...

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Predicting the Impact of a Hurricane on Insurance Stocks is as Difficult as Predicting the Hurricane

The past month has seen three major hurricanes rip through the Atlantic Ocean, through the Caribbean and hit the United States and or its properties in the Caribbean. This has led to a tremendous amount of speculation on how the storms would impact different property insurers and that has created a volatile environment for the sector, but predicting what will ...

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Oil for China – Massive Economy, Massive Energy Hog

China is the largest country on planet Earth and one whose economy is one of the fastest growing over the past couple of decades with growth rates reaching as high as 14%. This bodes well for this powerful but still third world nation as it engages more and more of its population into its booming tech and manufacturing sector. In ...

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Holy Moly! Western Digital and The New Face of Hard Drives

Western Digital recently introduced its fourth-generation, helium hard drives at the beginning of this year. You probably were to distracted that Trump became the 45th president around that time to notice age-old technology that had little impact on your or anyone’s life.The HGST Ultrastar He12 HDD can store up to 12 TB of data and its version based on shingled ...

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