If there was ever a time to have less angst about markets — it’s probably now through Thanksgiving. I saw most stocks traded lower today and the equal weighted indices down 43bps; but that’s ok. We managed tiny gains of 3bps, but feel good about our positioning into what is easily the best month for...Read More

I subscribe to many different services for research purposes. My favorite type of tool is one that permits keyword searches. I am interested in natural gas companies who have designs to provide power for current or future data centers. This is inevitable. If we want to think 2026-2027, this is where we are heading. Power...Read More