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The past 18 months have been a wild ride for the energy market with oil trading over $100/bbl and under $70/bbl and US natural gas prices reaching 10+ year highs in the summer of 2022 only to crash under $2/MMBtu last spring. A year ago, the US and other developed countries were begging Saudi Arabia and the rest of OPEC for more supply; today the market is obsessed with how much, and for how long, the cartel I willing to restrict production to prop up prices. In this session, Roger Conrad and Elliott Gue, will cut through all the noise and conflicting narratives about energy commodities and identify a handful of their top energy stocks to buy for 2024.
Roger Conrad
Capitalist Times,
Managing Partner
Elliott Gue
Energy and Income Advisor and Capitalist Times,
Editor and Publisher
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The March Producer Price Index unexpectedly fell 0.4% on the headline, versus the estimate for a rise of 0.2% (after a one-tenth gain in February, which was revised up by one tenth). But core goods prices, in light of tariffs, are now the key figure to watch, explains Peter Boockvar, editor of The Boock Report.
Peter Boockvar
ECONOMICS
Last Thursday was not a happy day in the bond market. Neither was it a happy day in the stock market. Why? Trump Tariff Turmoil (TTT) hasn't been significantly reduced by the president’s 90-day postponement of reciprocal tariffs, writes Ed Yardeni, editor of Yardeni QuickTakes.
Edward Yardeni
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Friday’s employment report showed the economy added 228,000 jobs in March — beating even the highest estimate on Wall Street. While the unemployment rate crept up from 4.1% to 4.2%, last month’s jobs tally was revised significantly lower. Despite this, investors remain worried about the recent trade-war escalation, highlights Bret Kenwell, US investment analyst at eToro.
Bret Kenwell
ECONOMICS
Tickers: SPX
First things first. We had a potential SETUP for a tradeable market bottom heading into Tariff Day. But it got blown to pieces when President Trump unveiled a tariff plan that was much more aggressive than Wall Street imagined. So…back to the drawing board there.
It was interesting to be in Tokyo and meeting for lunch this week with a former Japan Ministry of Finance official as new tariffs of 24% on Japan were announced. Meanwhile, BYD Co. Ltd. (BYDDY) shares have been impacted by trade tensions. But they are still up 42% so far in 2025 as the company gains market share at home and abroad, counsels Carl Delfeld, editor of Cabot Explorer.
Carl Delfeld
GLOBAL
Tickers: BYDDY
There were several notable data points and macroeconomic developments since our last review. But for now, there’s no reason to believe there’ll be a challenge that the economy and the markets won’t be able to overcome over time. The long game remains undefeated, and it’s a streak long-term investors can expect to continue, observes Sam Ro, editor of TKer.co.
No, it’s not an April Fool’s Day joke. Stocks reversed after an ugly open yesterday and closed higher (except for the Nasdaq, that is). Unfortunately, we’re giving back some of that ground today. Crude oil is flat along with the dollar, while gold, silver, and Treasuries are a bit higher.
We are launching coverage of Cheniere Energy Inc. (LNG) with a “Buy” rating and a $255 target price. As the first domestic energy company to be approved for LNG exports, Cheniere is well positioned for earnings growth over the next several years, highlights John Staszak, analyst at Argus Research.
John Staszak
ENERGY
Tickers: LNG
The key to lower inflation may start with the stock market and feed into the economy, rather than vice versa. The Harvard economist Gabriel Chodorow-Reich estimates that with all else equal, a 20% drop in stocks in 2025 might reduce growth by as much as a percentage point this year, advises Lance Roberts, editor of Bull Bear Report.
Lance Roberts
ECONOMICS
Every once in a while, I’ll see a chart that begs a simple question: “If you didn't know what this stock or fund was, would you buy it?” That was the case recently with the iShares 20+ Year Treasury Bond ETF (TLT).
Mike Larson
BONDS
Tickers: TLT
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