Wednesday saw the introduction of a highly-anticipated bipartisan bill aimed at harnessing economic potential across North, Central and South America—and it includes billions of dollars in incentives for circular fashion. The Americas Act, formally introduced by Senators Michael Bennet (D-Co.) and Bill Cassidy (R-La.), would “establish a regional trade, investment, and people-to-people partnership of countries […]

Despite the slowdown in the economy, there’s one area that continues to boom, and that’s non-residential construction and, specifically, manufacturing construction spending. The latter is up sharply in recent years, reaching $214 billion in 2023. I think the theme may have more room to run, and stocks like Comfort Systems USA (NYSE: FIX), Carrier (NYSE: […]

The last few years have reshaped the exchange-traded fund landscape. It was just a handful of quarters ago when environmental, social and corporate governance ETFs were all the rage, drawing in billions of dollars around the world into both equity and fixed-income funds.1 But a soaring Energy sector, led by big and small oil and […]

In 2011, during a dinner in Silicon Valley, President Barack Obama questioned Apple’s founder and CEO, Steve Jobs, on why the company couldn’t manufacture its products on American soil. It’s reported that Jobs was dismissive, arguing that production and assembly jobs would never return to the United States. At the time, offshoring was all but the default option […]