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Monthly Archives: July, 2026

Oil Glut Weakens Iran’s Leverage in Diplomatic Talks

Commodities Dick Young Dick Young -
The Wall Street Journal explains that a surge in global oil supply has created a growing glut, pushing prices down and weakening Iran’s leverage...

AI Infrastructure Fuels Surge in High-Speed Battery Demand

Energy Young Research Young Research -
Battery startups are increasingly targeting AI data centers as a new high-margin market, where rapid and extreme power fluctuations created by AI workloads are...

White House Rules Out “FDA for AI” Under Trump Policy

Investing Analysis Young Research Young Research -
The Financial Times reports that Trump’s administration does not plan to create a formal AI licensing regime, according to departing adviser Sriram Krishnan. He...

Celebrating 250 Years of American Independence

Feature Young Research Young Research -

Preparing for Independence Day

Featured E.J. Smith E.J. Smith -
I hope you are getting together with family and friends this holiday weekend. I’m sure there will be plenty to talk about. If you...
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America’s Nuclear Comeback: Five States Chosen for $50 Billion Energy Push

Investing Analysis Dick Young -
The US Department of Energy (DOE) selected Utah, Tennessee,...

Government Grocers: No Free Lunch

Feature E.J. Smith -
You may have heard that New York City Mayor...

GE Vernova Sees Strong Demand Despite Weak Wind Business

Energy Dick Young -
GE Vernova reported strong second-quarter 2026 results, with double-digit...

Mamdani’s War on Landlords

Real Estate E.J. Smith -
You would think that in New York, a city...

Global Mining Race Intensifies Over Kenya’s Rare-Earth Treasure

Commodities Young Research -
Mrima Hill in Kenya's Kwale County, a forested area...

A Wake Up to Governments & The First G7 Nations Raise Rates

Clippings Young Research -
IMF Warns of 'New Phase' in Crisis – By...

Here’s What Your Neighbor Might Be Doing

Authors E.J. Smith -
You might be your own worst enemy when it...

Wisdom from a Market Veteran

Investment Strategy Young Research -
Below are some excerpts from a speech that Bob...

Have Small-Cap Stocks Gone too Far?

Stocks Young Research -
Small-cap stocks continue their end of the year tear....

Can Macy’s Make It?

Retail Young Research -
After going through a troublesome period, markets rewarded Macy's...

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The Pickpocket of New York

Taxes
In my conversations with you, a long-time client, you...

Will Mamdani’s Grocery Stores Deliver Savings or Regret?

Commodities
A Bloomberg Opinion article examines that Mayor Zohran Mamdani’s...

China’s Oil Imports Plunge as Higher Prices Hit Demand

Commodities
China, the world’s largest crude oil importer, cut its...

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