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Energy in Pictures

US Oil Production Shifting Into Growth Mode

US natural-gas exports to Mexico will continue to grow over the next five years, creating opportunities for investors north and south of the border.


  • Energy Stocks

    Pipelines And Politics

    By Roger S. Conrad | Jan. 30, 2017
    Donald Trump's support for the controversial Dakota Access and Keystone XL pipelines could have unintended consequences for the energy sector: increased state and local opposition to much-needed infrastructure, especially on the East Coast.
  • Investment Strategy

    Three Strategies for a Mixed Performing Portfolio

    By Roger S. Conrad | Jan. 16, 2017
    Many investors ask themselves the most questions when their portfolio is performing solidly mixed. First written in Conrad's Utility Investor, here are three strategies and considerations for when your investment next steps aren't clear. We also include thoughts on what's happening in the high yield space, given investor enthusiasm for such names in recent weeks.
  • China

    The View From Yunnan: My Big Little Corner Of The Worldwide Web

    By Nate Conrad | Jan. 12, 2017
    Back home after a semester in Yunnan province, Nate Conrad, Roger's eldest son, shares some of the nuances of internet use in China.
  • Tech Stocks

    The Quiet Partner to Public Cloud Companies

    By Jason R. Koepke | Jan. 9, 2017
    Cloud technology has become a catch-all answer to almost any software or business challenge, to the point of being cliché. That’s nice if you’re creating a pitch deck, but if you’re investing your money, you need to crack open that cliché and understand what’s happening.
  • Global Top Cat

    India's Curse of Cash

    By Yiannis G. Mostrous | Jan. 2, 2017
    On Nov. 8, 2016, India’s Prime Minister Narendra Modi proved one more time that he’s not an ordinary politician when the government withdrew the legal-tender status of the 500- and 1,000-rupee currency notes. India’s decision to ban some currency has created problems, but only in the short term. The economy and market remain robust, and the coming volatility is an opportunity to buy.




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