In the 2024 campaign stage, Donald Trump has exhibited a different demeanor than in the past. Unlike the aggressive rhetoric of his previous campaigns, this time he appears more cautious and pragmatic, especially in the field of technology. From information technology to cryptocurrency, from semiconductor supply chains to energy transition, Trump shows an unprecedented balanced stance. ...

[Interview] Leigh Goehring On The Present State of The Energy Markets
came across this superb writeup and accompanying video. THE PDF is also detailed and informative.
Exciting developments are unfolding in the global oil and North American natural gas markets, presenting a unique opportunity for investors willing to take a contrarian approach. We believe there is substantial profit potential in both sectors, with promising outcomes expected by the end of this decade.
In a...

During different stages of an economic cycle sectors move in and out of favor of investors as they move their money into an industry they predict will perform better than the others.
This process is known as sector rotation.
What happens in sector rotation
Investors generally favor one or a few particular sectors before moving into several others, causing different sectors to go up and down over time. Sometimes, there is even a stunning divergence b...