Drilling is not picking up, despite the rising geopolitical tensions.
We handicap the potential impact of responses that could range from military actions by Iran and its surrogates to cyberattacks against the U.S. and its allies.
You asked for it, so here it is: This is where to put your money if the conflict with Iran gets out of control.
Until the music stops at the Fed liquidity merry go round, the oil market dynamics point to a continued rise.
We're certainly seeing day-to-day volatility early in the month, but I'll be interested to see how the longer-term picture looks at the end of the month.
Buyers of AAL are slowly becoming more aggressive.
It happened. Deal with it.
Watch for analysts and strategists to turn into armageddonists forgetting that China's the real issue.
These names are poised to benefit from both longer-term sector trends as well as near-term geopolitical tensions.
There's my take on energy and the markets after the U.S. airstrike in Iraq.