Tag: ETF sectors and rotation

Oil bulls also got some good news last week when OPEC+ announced an unexpected production cut of 1.16M bpd, and Russia agreed to maintain a 500k bpd reduction which it had initially implemented in

Exploration and appraisal activities testing the Prosperidade and Golfinho/Atum complexes have determined that production wells could be developed in this concession with peak production rates of 100-200 million cubic feet of natural gas per day. France’s state-run energy firm,

As geopolitical forces play out on agricultural commodities in Ukraine, fewer domestic exports from the U.S. this summer could also weigh on prices, particularly when it comes to wheat, corn, and soybean exports.

At the core of this partnership would be the U.S. developing and utilizing Africa’s critical minerals supply to meet global demand. “To help meet demand and diversify supply, Western policymakers are increasingly

Short-term traders or long-term investors who want an all-encompassing approach can use the Teucrium Agricultural Fund (TAGS), which is essentially a fund of funds (including the aforementioned WEAT and CORN), and it features a low 0.13% expense ratio, combining exposure

Trend #1: Price-sensitive consumers search for deals by online shopping. Middle-of-the-road consumers, who may be cutting back in some areas but may continue to spend on items with strong brand recognition.

The industry group Airlines for America (A4A) predicts that approximately 257 million people will travel on U.S. commercial airlines from June 1 to August 31, representing a 9.5% increase from the previous summer. On

Key themes included opportunities related to natural gas, increased M&A activity, and the role of midstream in the energy transition. These opportunities may include gathering and processing assets or even

So, how have recent market events accelerated LNG playing a role in the tool kit of foreign policy and energy diplomacy? U.S. LNG exports helped Europe through the winter of 2022 and strengthened its role in energy

Since my last article on the XLE in December 2021, we have seen a further 52% gain in the ETF, even as oil prices have remained flat. Oil majors have been able to generate record free cash flows despite this drop in oil prices, which put the free cash flow yield at 14%.While free cash flows will almost certainly fall over the coming months, they should remain elevated, and combined with strong balance sheets, this should allow for continued high dividend payments.

Nuclear power emits zero carbon, but challenges with waste disposal, occupational safety, and high-profile accidents have led to immense backlash. Several individual companies covered by Morningstar equity

A few months ago, I wrote a cautious article on the SPDR S&P Retail ETF ( NYSEARCA: XRT ), arguing for caution as a weak December retail sales report suggest consumer spending may be faltering. Moreover,

Aerospace and defense could become a more profitable area as the United States becomes increasingly caught up in geopolitical tensions with China and Russia. I rate the SPDR S&P Aerospace & Defense ETF (

These factors, the abating of the ill effects of unwinding port congestion, speed adjustments which impacted capacity availability in a quick and meaningful manner, very reasonable capacity additions, and a return of