Iranian Tit for Tat: Missile Costs and U.S. Restocking Dynamics
Iranian and U.S. Missile Costs What is the current situation in the Strait of Hormuz? The United States and Iran continue to confront one another over control and security in the Strait of Hormuz. On Monday, 20 July, two Greek oil tankers attempted a nighttime transit through the Omani coastal passage. Despite U.S. air cover […]
Monthly Utilities Sector Update – Europe, Middle East & APAC
July 2026: Upward pressure on gas and power prices provides support for Utilities in 2H 2026 What You Need to Know The breakdown of the Middle East ceasefire and the renewed closure of the Strait of Hormuz in July have revived inflationary pressures from rising energy prices and triggered a further increase in interest […]
Monthly Utilities Sector Update – Europe, Middle East & APAC
June 2026: How to Spend it – Power Sector Investment Trends What You Need to Know The US peace deal with Iran has improved investor sentiment for the utilities sector, which had suffered from inflationary pressures driven by rising oil and gas prices since the military conflict began. As a result, utilities in Europe […]
Utilities – U.S. – The Tale of Two Grids
Power, Public, Politics, P/E’s EPS CAGR’s RISE US Utilities-The Tale of Two Grids-Strong First Half 2026 During the first half of 2026 (through 6/25/2026), the S&P 500 Utilities Index gained 8.9%, compared with 8.1% for the S&P 500 and 9.1% for the NASDAQ. After rallying 12% to a record high in late February, utilities […]
18th Annual Sports & Media Symposium
Reflections from Gabelli Funds’ 18th Annual Sports & Media Symposium Gabelli Funds hosted its 18th Annual Sports & Media Symposium at The Paley Center for Media in New York City on Thursday, June 4, 2026. The symposium featured discussions with leading companies and organizations across the media ecosystem, with an emphasis on industry dynamics, current […]
A GUIDE TO INVESTING IN ARTIFICIAL INTELLIGENCE
Artificial intelligence has moved out of research labs and into commercial production across a growing number of applications. As this technology diffuses into the economy, investors are increasingly focused on understanding where durable value is being created across AI’s complex supply chain. This primer organizes the AI investment landscape into five interdependent layers and explains […]
World Cup Kick-Off – Views from GOLS Portfolio Manager, Alec Boccanfuso
Thursday, June 11th – FIFA WC 26 Opening Match in Mexico City (Mexico vs. South Africa) The 2026 World Cup will mark the most significant expansion in the tournament’s history. For the first time, the field will grow from 32 to 48 national teams, delivering 104 matches, a 63% increase in games compared to Qatar […]
What Could Arminius Mean for German Land Defense?
Why We Disagree with Mr. Market What Could the Arminius Order Mean for German Land Defense? German land defense stocks, including the prime contractor Rheinmetall and one of its suppliers, Renk, reached a peak in early October 2025. The shares since experienced several periods of decline associated with Ukraine peace discussions, followed by partial recoveries. […]
Monthly Utilities Sector Update – Europe, Middle East & APAC
May 2026: Solid 1Q 2026 results confirm strong earnings momentum in 2026 What You Need to Know So far, the often-cited stock market adage “Sell in May and go away” has not materialized this month, as global equities have extended April’s winning streak into May. Despite significant geopolitical uncertainty surrounding the outcome of the […]
Are Prediction Markets A Disruption Risk or Incremental Market Expansion?
Despite investor concerns that prediction markets could represent a meaningful medium- to long-term competitive threat to traditional land-based and online gaming operators, we believe the degree of disruption is likely to be more limited than currently feared. Gaming stocks have recently experienced two major waves of valuation derating driven by fears of market share […]
The “Puck” Stops Here
Reflections from the 2026 Annual Meeting (BRK.A – $699,965 – NYSE) (BRK.B – $465.52 – ” ) Berkshire Hathaway Inc. (BRK’A – $699,965 – NYSE) (a) One Class “A” Share can be converted into 1,500 “B” Shares. Class “A” Shares have 10,000 votes per share. (b) Warren Buffett owns 206,539 of […]
Monthly Utilities Sector Update – Europe, Middle East & APAC
April 2026: On the rebound What You Need To Know What a difference a month makes! After global equites had sold off in March during the first month of the Middle East military conflict with the de facto closure of the Strait of Hormuz, investor sentiment has markedly improved with the temporary ceasefire in April […]