The market appears expensive, with historical precedent for long periods of low returns after peaks. Consensus expects 15% S&P 500 earnings growth and rising margins, driven by AI innovation, supporti

Energy Is, By Far, My Favorite Sector For 2026

07:30am, Wednesday, 24'th Dec 2025
Energy badly lagged this year, and I underestimated how severe the supply glut would be. I was early - but the long-term thesis remains firmly intact. Today's oil prices aren't sustainable. Low prices
New York City-based Horizon Kinetics Asset Management increased its LandBridge holding by 133,188 shares in the third quarter. Despite the increased stake, the net position value decreased by $71.14 m
Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of NVIDIA Corporation (NASDAQ: NVDA). In a filing disclosed on December 15th, the Representative disclosed that they had
Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Everest Group, Ltd. (NYSE: EG). In a filing disclosed on December 15th, the Representative disclosed that they had bou
Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of NXP Semiconductors N.V. (NASDAQ: NXPI). In a filing disclosed on December 15th, the Representative disclosed that they
Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Wells Fargo and Company (NYSE: WFC). In a filing disclosed on December 15th, the Representative disclosed that they ha
Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of D.R. Horton, Inc. (NYSE: DHI). In a filing disclosed on December 15th, the Representative disclosed that they had boug
Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Transdigm Group Incorporated (NYSE: TDG). In a filing disclosed on December 15th, the Representative disclosed that th
Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM). In a filing disclosed on December 15th, the Representativ
Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN). In a filing disclosed on December 15th, the Representative disclosed t
Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Intuitive Surgical, Inc. (NASDAQ: ISRG). In a filing disclosed on December 15th, the Representative disclosed that the
Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Chevron Corporation (NYSE: CVX). In a filing disclosed on December 15th, the Representative disclosed that they had bo
Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Merck and Co., Inc. (NYSE: MRK). In a filing disclosed on December 15th, the Representative disclosed that they had bo
Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Brown and Brown, Inc. (NYSE: BRO). In a filing disclosed on December 15th, the Representative disclosed that they had
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