The stock was down 42% in 2025 due to a combination of factors. One was weak demand for durable goods. LYB’s CEO called it the longest and deepest downturn of his career. Another was shifts in the ...

Roughly 20% of the world’s oil passes through the strait, along with massive volumes of liquified natural gas (LNG) and fertilizer. It’s the jugular vein of global energy. And for years, the nightmare ...

A Quick Note Before We Begin John Mauldin and I are working on something important behind the scenes. Before we take the next step, we would really value your input. We put together a short ...

Click the image above to watch my full interview with Louis Gave. A transcript of our conversation is available here. You can learn more about Louis Gave here. Lastly, a mea culpa moment on my end: I ...

At the start of the year, I made a prediction in Disruption Investor: “2026 will be the year investors stop valuing Tesla (TSLA) as an ‘automaker’... and start valuing it as an energy and robotics ...

Like people, institutions of all kinds get old. Some age less than gracefully. They become set in their ways, fixating on the past and ignoring new conditions. But because they’re “institutions,” ...

If you’re still attempting to make investment decisions without fully integrating geopolitics into your analysis, you’re operating at a significant disadvantage in today’s markets. I recently sat down ...

January has flown by and it’s been a bit of a whirlwind. The shortened holiday week of the 20th handed us the worst day for the market since October. The following week the S&P 500 hit an all-time ...

Stocks have ripped higher for the past three years... soaring 24% in 2023, 23% in 2024, and 18% last year. That crushes the historical 8% to 10% per year average. And there’s a good chance—especially ...

2026 is shaping up to be a hell of a year for space. Jeff Bezos and Elon Musk want to build artificial intelligence (AI) data centers in orbit. I visited a startup planning to mine asteroids (more ...

Everything is relative. That’s one reason the economy is so hard to understand. In a very real sense, we all live in our own individual economies. Take the current buzzword, “affordability.” We all ...