U.S. stainless steel mills have managed to implement significant price increases, driven by factors like increased tariffs, even as overall demand remains weak and the manufacturing sector contracts.

Devon Energy is a $22.1 billion market cap oil E&P company. Its fixed dividend yields 2.8%. It now repurchases shares rather than paying a variable dividend. Although Devon is integrating its North ...

U.S. tariffs have supported stainless mills by holding base prices steady, but overall demand remains weak both domestically and globally. The global nickel oversupply continues to suppress prices, ...

Several factors (such as the re-escalation of the Iran situation, refilling of the SPR, and inflation) could push the oil price to be around $100 in 2H of 2025. I reiterate my strong buy rating on ...