imaginima/E+ via Getty Images I previously rated Energy Transfer LP ( ET ) as a Buy in February 2026, thanks to their beneficiary status from the surging natural gas demand/NGL exports. In this article, I shall discuss why I am reiterating my Buy rating for the ET stock here, given the excellent margin of safety from their discounted valuations and their inflation beating distribution yields. ET P...
imaginima/E+ via Getty Images I previously rated Energy Transfer LP ( ET ) as a Buy in February 2026, thanks to their beneficiary status from the surging natural gas demand/NGL exports. In this article, I shall discuss why I am reiterating my Buy rating for the ET stock here, given the excellent margin of safety from their discounted valuations and their inflation beating distribution yields. ET Proves Their AI Relevance And Commodity Resilience ET 1Y Stock Price (Trading View) 1. AI Power Demand Since my last Buy rating, ET has already delivered an excellent total return of +8.45%, not too far from the wider market at +7.97%, with a similar recovery also observed in its pipeline peers in varying degrees. Much of their tailwinds are attributed to the reiterated durability of AI compute demand by numerous hyperscalers during the ongoing Q1'26 earnings season, with it directly contributing to the multi-billion dollar data center capex trends over the next few years. This reason is also why Goldman Sachs Research already expects the global power demand from data centers to " increase 50% by 2027 and by as much as 165% by the end of the decade (compared with 2023)," with it naturally buoying the demand and the rapid build out of energy generating infrastructures. These reasons may also be why ET has reported expanded agreements for long-term, firm natural gas transportation services for: the Nexus Hubbard Campus in Central Texas with service expected by the end of 2026, with the client "constructing a behind-the-meter, AI hyperscale campus powered by on-site natural gas generation" and the "costs associated with this project are expected to be fully reimbursed," along with a new data center site in Arkansas with service expected in mid-2027. These developments build upon ET's prior supply agreements for Oracle ( ORCL ), Fermi America - a private grid provider for data centers, and CloudBurst , . These naturally underscore the growing data center demand for clean energy ...
Chinese businesses in Indonesia have issued an unusually blunt warning to President Prabowo Subianto that a wave of tougher rules is hurting investor confidence, exposing growing tension between Jakarta’s push for control of the resources sector and foreign capital that has helped power the country’s nickel boom. Several ministers in Jakarta have pushed back, saying Indonesia must prioritise sover...
Chinese businesses in Indonesia have issued an unusually blunt warning to President Prabowo Subianto that a wave of tougher rules is hurting investor confidence, exposing growing tension between Jakarta’s push for control of the resources sector and foreign capital that has helped power the country’s nickel boom. Several ministers in Jakarta have pushed back, saying Indonesia must prioritise sovereignty over its natural resources, while stressing the government remains open to dialogue and has...
China has confirmed for the first time that it is drawing up a “comprehensive law” on artificial intelligence. Industry insiders said the move showed China had accumulated enough practical experience and was speeding up its governance as a result. A legislative work plan for the year issued last week by the State Council, China’s cabinet, outlined plans to “improve AI governance and accelerate com...
China has confirmed for the first time that it is drawing up a “comprehensive law” on artificial intelligence. Industry insiders said the move showed China had accumulated enough practical experience and was speeding up its governance as a result. A legislative work plan for the year issued last week by the State Council, China’s cabinet, outlined plans to “improve AI governance and accelerate comprehensive legislation for the sound development of AI”. It said the government would move faster to...
Hong Kong’s retail property market is gradually building momentum as spending and confidence of consumers and tourists return, according to analysts. Unlike the city’s past peak rental levels, however, this time the tenant mix was more diversified, with retailers offering unique experiences and products that enhanced their appeal to shoppers, they said. “We see structural shifts towards more exper...
Hong Kong’s retail property market is gradually building momentum as spending and confidence of consumers and tourists return, according to analysts. Unlike the city’s past peak rental levels, however, this time the tenant mix was more diversified, with retailers offering unique experiences and products that enhanced their appeal to shoppers, they said. “We see structural shifts towards more experience-driven and diversified tenant mixes, rather than a full return to past peak rental levels,”...
Fear is one of the biggest drivers of investing. It often comes in two forms. The first is the fear of losing money, which can often keep investors from pulling the trigger to invest. This can be because the stock market is trading near all-time highs, like it is now, so some investors worry that they are buying near a top. However, this is often an overblown worry. The S&P 500 hitting all-time hi...
Fear is one of the biggest drivers of investing. It often comes in two forms. The first is the fear of losing money, which can often keep investors from pulling the trigger to invest. This can be because the stock market is trading near all-time highs, like it is now, so some investors worry that they are buying near a top. However, this is often an overblown worry. The S&P 500 hitting all-time highs is not an unusual event. In fact, a J.P. Morgan study found that since 1950, the S&P 500 has hit a new high on about 7% of all trading days. Meanwhile, it never traded lower on about a third of those occasions. This means that if you waited for a dip, most of the time you were left waiting, missing out on solid gains. Fear of losing money also often occurs when stocks correct or enter a bear market. While the common mantra is to buy the dip, that is often easier said than done when stocks are getting crushed day in and day out. This also causes some investors to sell with the intent to buy later. However, the market's largest gains typically follow its largest down days, and studies have found that investors who miss these big reversals typically greatly underperform the market. Continue reading
According to a May 12, 2026, SEC filing , CAZ Investments increased its stake in Blue Owl Technology Finance Corp. (NYSE:OTF) by 1,925,299 shares. The estimated transaction value is $24.54 million, based on the average closing price for the first quarter of 2026. The fund’s quarter-end position in the company stood at 3,084,638 shares, with a value of $38.22 million. Blue Owl Technology Finance Co...
According to a May 12, 2026, SEC filing , CAZ Investments increased its stake in Blue Owl Technology Finance Corp. (NYSE:OTF) by 1,925,299 shares. The estimated transaction value is $24.54 million, based on the average closing price for the first quarter of 2026. The fund’s quarter-end position in the company stood at 3,084,638 shares, with a value of $38.22 million. Blue Owl Technology Finance Corp. is a leading provider of capital to technology and software companies in the upper middle market, leveraging a diversified portfolio of debt and equity investments. The company’s strategy centers on generating stable income streams through lending, while capturing upside from equity participation. Its focus on the U.S. technology sector positions it to benefit from ongoing digital transformation trends and the capital needs of high-growth enterprises. CAZ Investments’ recent purchase of 1.9 million shares in Blue Owl Technology Finance appears to demonstrate confidence in the company’s future prospects. CAZ likely hopes to benefit from lending to fast-growing companies in the tech sector. Since this sector has been seeing strong growth, this strategy should provide consistent income. Continue reading
The WHO Drums Up Fear With Ebola After Hantavirus Scare Fails One of the biggest mistakes globalists made in their bid for perpetual medical authoritarianism during the Covid pandemic was reveling a bit too much. Numerous high level officials from the WEF, WHO, the Imperial College of London and an army of politicians were giddy with excitement and bragged publicly about all the power they were go...
The WHO Drums Up Fear With Ebola After Hantavirus Scare Fails One of the biggest mistakes globalists made in their bid for perpetual medical authoritarianism during the Covid pandemic was reveling a bit too much. Numerous high level officials from the WEF, WHO, the Imperial College of London and an army of politicians were giddy with excitement and bragged publicly about all the power they were going to grab as the masses huddled in fear of a virus with a 99.8% average survival rate. This arrogance cost them, triggering an awakening of millions of former skeptics who are now avid "conspiracy theorists". Today, the ability of the elitist class to sucker the populace into a new pandemic theater is greatly reduced. No one believes them anymore. And even if there was a legitimate biological threat, no one is going to trust an corrupt organization like the WHO to solve the problem. We have see the consequences of the covid farce with the recent Hantavirus scare, which has failed to inspire any noticeable reaction from the public. As we noted a few days ago , the WHO has been exposed as a perpetrator of pandemic disinformation and is no longer trusted by the public. 🇺🇳 | AHORA - El Tedros de la OMS dice que "espera más casos" de Hantavirus que se anuncien, debido a la brecha entre el primer caso y el momento en que se identificó el virus, ya que los pasajeros estaban interactuando en el barco durante este tiempo. pic.twitter.com/uVxOlMHkL4 — Alerta News 24 (@AlertaNews24) May 12, 2026 The US under the Trump Administration has exited the organization on these grounds, and as a result the WHO has lost at least 20% of its total funding. It is now facing dire financial conditions. In response, the UN and the establishment media have been running a spin campaign to present the WHO as indispensable. Viruses do not respect borders. I thank Prime Minister @sanchezcastejon not only for meeting #Spain ’s legal duty under international law, but also for exercising his moral duty to ...
The World Health Organization declared an Ebola outbreak in Democratic Republic of Congo and Uganda a public health emergency of international concern, warning that a rare virus strain with no approved vaccine or treatment may already be spreading more widely than detected. The outbreak caused by Bundibugyo ebolavirus met the threshold for its highest level of alarm under international health regu...
The World Health Organization declared an Ebola outbreak in Democratic Republic of Congo and Uganda a public health emergency of international concern, warning that a rare virus strain with no approved vaccine or treatment may already be spreading more widely than detected. The outbreak caused by Bundibugyo ebolavirus met the threshold for its highest level of alarm under international health regulations because of cross-border transmission, unexplained clusters of deaths and major uncertainty about the scale of the epidemic, the WHO said Sunday.