Iran has discovered that controlling the Strait of Hormuz “is probably a much more powerful deterrent than being a threshold nuclear power ever was.”
Source: https://www.barrons.com/articles/hormuz-dire-straits-2-oil-s…
Chewy’s recurring revenue and customer loyalty are building a durable competitive advantage. Dutch Bros is building a differentiated brand with a long growth runway.
Advanced economy and emerging market stocks outperformed U.S. stocks last year. That momentum continues as those stocks are crushing U.S.
Energy Transfer LP is a strong dividend-paying stock with a 7% yield in the fossil fuel midstream business. Cameco is a dominant and growing player in the global uranium and nuclear fuel industries.
