The country’s exporters expect to benefit from the Fed’s rate hike. Read More

A couple of weeks ago Fed Chairperson Janet Yellen said she was “looking forward” to the prospect of raising interest rates this month, since that would indicate of an improving economy. I’d like to believe she was sincere in that sentiment, but I can’t help but wonder if she was… Read More

The dramatic fall in oil prices is turning into increased consumer spending.      Read More

If there is any doubt about the overall mood of the stock market heading into this Wednesday’s presumed Fed rate hike, consider this: For the first time in as long as I can remember, all but three of our 38 portfolio holdings lost value last week, including all nine of… Read More

It all depends on the operating environment. And right now, that environment is dismal. Read More

The consequences of China’s currency gambit. Read More

Just when you thought it could go no lower, the price of oil slipped again this week. On Tuesday it fell below $37 a barrel and Big Oil stocks felt even more pain, as did the Dow generally, off 245 points.A host of bad economic news comes with oil’s plummet… Read More

The central bank remains optimistic, but it’s also paid to worry. Read More

Some MLPs are better placed than others to fund their 2016 capex plans. We offer a cheat sheet and recommend option plays speculating on a near-term rebound as well as the longer-term recovery. Read More

The future looks less bright for energy producers these days, but their impairments don’t amount to a cash drain. Read More