Monthly Archives: January 2018
Barron’s – Don’t Chase Utility Yields
The latest Barron's had an article on the utility sector, and the threat it faces from rising interest rates. (See article here.) The article included a chart showing the XLU's performance vs. the 10-year treasury for the last five years. I've expanded that chart to go back 15 years. Source: Fa
Energy Transitions
Page 10 of the January 2018 issue of Power Magazine had some nice charts showing the generating mix of the five largest electricity generation regions in the world. (Charts can be found here) All of the charts are done as a % of total generation. To compare the size of the different markets, h