The stock market rally finally suffered substantial losses Thursday as the 10-year Treasury yields continue to rise. So, do we find ourselves staring down the barrel of a broad stock market retreat or a sector rotation? | | Slightly disappointing jobs data may have taken center stage Friday morning... But no matter where you channel-surfed across the financial media, everyone had something to say about energy markets…
Eventually, they'll have to acknowledge what we discussed Thursday as we head toward a global energy crisis.
But energy and ESG requirements aren't just on the minds of retail investors or financial media pundits.
In fact, I spent the better part of my morning on a conference call with nearly a thousand institutional investors talking about how blind adherence to widely variant restrictions actually prevents the world from achieving its climate goals. | | | | | | The next "stimulus" from the government could be the biggest one of all.
And we're not talking about some puny check. The House of Representatives passed a bill that's already sending stocks in this sector up 1,553%!
And when it's signed into law, those gains could look like peanuts.
Get ahead… | Before the Floodgates Open | | | Debt Ceiling Deal, Kids' Vaccine Hoopla Mask a Brewing Energy Crisis | October 7, 2021 | Most people aren't even aware, let alone prepared, for the energy crisis that could cause rolling blackouts across the country this year… | Continue Reading | | | | Disclaimer: The material in this document is for informational purposes based on our proprietary research. It is not an offering, specific recommendation, or a solicitation of an offer to buy or sell any securities mentioned or discussed herein. Any performance results discussed herein represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment. Due to the timing of information presented, any investment performance reflected within this document may be adjusted after the publication and distribution of this material. There can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this communication will be profitable, be equal to any corresponding indicated historical performance levels or be suitable for your portfolio. Any investment results set forth in this document are not net of expenses and execution costs, nor do they account for other relevant trading or investment fees. Please visit wealthpress.com/terms for our full Terms and Conditions. | | | | |
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