How much are stocks up this year?  That common question is getting harder to answer:

One of president Trumps slogans that he ran on is “Drill, baby drill.”  While that sounds good, I wouldn’t count on much of a drill, baby drill benefit:

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The article was written before the deepseek news.  Deepseek doesn’t change the article’s conclusions.  More electricity will be needed whether it’s with lot of smaller data centers or several huge ones.  Demand is rising with or without AI.  Williams Cos. just boosted their dividend to 50 cents quarterly.  They have a long-standing tradition of annual boosts.

History books will show the S&P 500 gained over 20 percent two years in a row.  What does that mean for 2025?

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Although it seems inconceivable now, there will be a couple of losers from today’s list of largest companies:

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Why are long-term rates rising when the Fed is lowering short-term rates?

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