Shares of NiSource (NYSE: NI ) have been a solid performer over the past year, gaining about 14%, as the company has benefited from increased optimism about data center electricity demand. However, shares are now down nearly 10% from their highs amid increasing political risk, which threatensOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific st ...

Shares of NiSource (NYSE: NI ) have been a solid performer over the past year, gaining about 14%, as the company has benefited from increased optimism about data center electricity demand. However, shares are now down nearly 10% from their highs amid increasing political risk, which threatensOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific st ...

Rate cuts, dollar weakness, and political risk all bode well for bullion, UBS investment strategists say. Plus, market newsletter commentary on S&P 500 price targets, AI skepticism, and emerging markets. ...