Summary The US became the world’s largest exporter of LNG in 2023, and export capacity is set to expand from 14 billion cubic feet per day (Bcf/d) to 25 Bcf/d by 2028 based on nameplate capacity of projects under construction. Two projects are anticipated to start up this year. While the space has seen some [...] The post LNG Tailwind for US Natural...

On the lookout for a strategy to pair with the growth-heavy S&P 500? The index has presented some strong returns for investors YTD, yes. Over the last month, however, it has stumbled somewhat. Rate cuts are on the horizon, yes, but should they already be priced in, the market as a whole may not bounce [...] The post Looking to Pair Your S&P...

The rate-cut story looks better and better, seemingly by the week. While markets are not in the business of locked-in future predictions, many investor eyes are locked on the potential for cuts. With Fed leaders speaking to the case for cuts and the yield curve sending some positive signals, it may be worth taking a [...] The post Look to This Outperforming...

It shouldn’t come as a surprise to hear that the robotics sector has been a highly popular investment theme this year. Following years of innovation within the space, experts remain confident in the value that the sector can bring. For example, in ARK Invest’s “Big Ideas 2024” report, the firm expects global generalizable robotics to [...] The post...

The People’s Bank of China (PBOC) appears on the precipice of making another cut to the “reserve requirement ratio” (RRR). Such a cut may boost the mainland economy, allowing banks to loan a bit more without keeping as much in reserve. The PBOC looks set to time such a cut to match potential cuts at [...] The post A China ETF to Watch as China’s Central...

How short-term bubbles can lead to revolutionary innovation and in turn, long-term economic growth. We anticipate the AI investment boom to follow the same patterns we’ve seen throughout history. Last Thursday, Nvidia reported another astounding set of earnings—continuing their strings of quarterly results over the last year and a half that may have...