Tag: ETF sectors and rotation

The combination of falling U.S. crude exports coupled with Saudi and Russia’s voluntary cuts should send the physical oil market into a frenzy. And similar to the path the IEA took when Russia invaded Ukraine telling

If you live for having it all, what you have is never enough .”― Vicki Robin My regular Seeking Alpha followers know I have been quite pessimistic on the economy and the markets for many months now. There are myriad

For example, IEA projects that if all the currently announced carbon capture, use and storage (CCUS) are completed and operating at capacity by 2030, just over 1 billion metric tons of CO2 will be captured,

On top of that, I expect H to continue experiencing pricing growth as there is a lack of hotel supply in the near term. With an increasing mix of business travel, I expect H to see accelerating RevPAR growth.

Buy rating recommended for abrdn Physical Precious Metals Basket Shares ETF.ETF heavily invests in physical gold and silver bars.Predicted economic recession concerns make precious metals a safe haven investment.



The XLU ETF is a utility-sector focused ETF.After massively outperforming in 2022, XLU has been an underperformer in 2023 as investors rotated out of safe haven assets.Looking forward, utility valuations have gone from a 3x Fwd P/E premium to the market to a 2x discount.



Uranium has been one of the top-performing commodities this year as the use of nuclear power starts to gain more acceptance, increasing demand for the metal while supply remains constrained. In effect, this is causing the metal’s market to grow exponentially and will continue to do so, offering

Earlier in August, for example, Sweden said it needs to triple its nuclear power capacity over the next decade in order to keep up with rising electricity demand in the country. Nuclear Power Is The Not-So-New Clean Energy

Traditionally, luxury goods firms have been very successful at passing through cost increases to consumers, given that their clientele are usually less price-sensitive. In the United Kingdom, chains are reporting strong

But an equally important shift has been that the U.S. is no longer an energy importer and, in fact, exports petroleum (on a net basis), natural gas, and coal. It should be noted that the U.S. economy can still be impacted by a

The transition to renewable energy sources, such as solar and wind power, necessitates a massive expansion of electrical infrastructure, from power generation facilities to transmission lines and energy storage solutions. But I

In his discussion of the fund’s performance, Beer elucidated the importance of diversifying asset class exposure in trend following. Not all managed futures funds invest alike, however, some strategies excluding

But Tellurian’s failure to secure FID for its Driftwood LNG production and export terminal close to Lake Charles, Louisiana has shattered investor confidence in its management. Down under in Australia, strikes at

One key area of recent support to the global economy, which is reporting a renewed decline in new orders – consumer services – is especially noteworthy, as this sector led the surprise growth revival seen globally in