Energy

All this milling around isn't getting us anywhere.
The former pariahs are now highly sought-after alternatives to low interest rates.
The governors' ineptness doesn't stop them from moving prices across asset classes.
This MLP has pledged to maintain its distribution this year, and could increase it in 2018.
Be aware that Johnson & Johnson, American Electric Power and Federal Realty don't roll over idly.
A bunch of oil stocks have gotten ahead of themselves and are particularly vulnerable if crude stalls.
Crude may need to drop to $35 a barrel before it can rise again.
If you imagine what GE would like to look like in the future, NOV fills in a lot of that.
We are bullish on gold as long as central bankers are stuck in the low-rate/low-growth cycle.
A quick update on crude oil.

Columnist Conversations

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