Viper Energy (VNOM) and Adams Natural Resources Fund (PEO) are two energy income vehicles worth owning for decades — not because energy is exciting right now, but because both are built to generate cash through cycles that will outlast any market trend.
Source: https://247wallst.com/investing/2026/03/13/the-2-energy-stoc…
Silver has broken out of a decade-long channel, surging from $35 to $120 in six months, yet silver miners have lagged the metal’s performance. Despite FCF margins near 50% for silver miners at current prices, investor skepticism about the sustainability of high silver prices has kept valuations depressed. I like to focus on producers, near-term producers, and late-stage developers with scalable production potential, advocating broad, low-allocation exposure to mitigate mining-specific risks.
PM, BTI and MO are navigating volume pressures and rising costs by expanding smoke-free portfolios and aligning with evolving consumer preferences.
MU, LRCX and KLAC stand out as momentum stocks resurface, even as a tech rout and crypto slump rattle broader U.S. equity markets.
