Shawn Narancich, CFA, shares our thoughts on the issues of oil supply and demand and our outlook for the energy sector.
Back in Black: the Resurgence of Oil
Second Quarter 2022 Market Letter Publication: Kryptonite
The second quarter 2022 issue of Market Letter, our quarterly investment publication, titled, Kryptonite.
Under Pressure
Our 2022 Investment Outlook features the Superman and Clark Kent theme, a metaphor referencing past extraordinary economic stimulus provided by the Federal Reserve and the U.S. government during the COVID-19 pandemic, as well as the supercharged earnings growth that served as a key tailwind for stocks last year.
Glass Half Full
With some 90 percent of the S&P 500 having now reported third quarter earnings, investors have responded favorably to a plurality of companies delivering better than expected numbers.
A New Face
The markets had to digest weighty geopolitical headlines this week with tariffs, North Korea and a messy political landscape in the European Union dominating the news cycle.