Monthly Archives: March, 2026

CA Wealth Tax: “Immediate and Significant Consequences”

You know that California is looking to squeeze more than a few pennies out of its wealthiest residents, and they are already fleeing for...

If Private Credit Busts, Will It Hurt?

You have been reading about private funds limiting redemptions and the dangers private equity and credit could pose to retirement investors in my ongoing...

Russian Oil Reaches Cuba as US Eases De Facto Blockade

The United States is allowing a Russian oil tanker carrying about 650,000–730,000 barrels of crude to reach Cuba, effectively easing the de facto fuel...

America’s NGL Boom Drives Rising Exports to Asia and India

The US Energy Information Administration reports that US natural gas liquids (NGL) exports hit a record 3.1 million barrels per day in 2025, driven...

Top Consumers Return to Coal Amid Gas Supply Shock

A deepening conflict in the Persian Gulf has severely disrupted natural gas supplies, forcing major energy consumers to turn back to coal to meet...

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HII, Labor Department Team Up to Build Next Generation of Shipbuilders

The US Department of Labor has partnered with Huntington...

Government Grocers: No Free Lunch

You may have heard that New York City Mayor...

US Auto Market Moves Toward Electrification, Led by Hybrid Growth

Nearly one-quarter of new light-duty vehicles sold in the...

Michigan Auto Manufacturing Revival Takes Center Stage

The White House says President Donald Trump is returning...

When I Think about Fidelity Investments and YOU

When I think about Fidelity Investments and you, I’m...

Wealth Tax Fairytales: There Are No Dragons

You know that California is contemplating a tax on...

EU Methane Crackdown Faces Global Pushback

The energy ministers of the United States, Qatar, Nigeria,...

Bipartisan Senate Agreement Targets Russia’s Energy Revenues and Iran

US senators have reached an agreement on a new...

Big Troubles in China

Hong Kong's Populist Turn – Review & Outlook, The...

Yellen’s Trip off the Reservation

As if there was any doubt that the Federal...