Mid cycle

12 Jul, 2025

Utilities Sector Analysis - July 2025

Investing , Analysis , Sector Analysis , Utilities , Market Analysis

🎯 Executive Summary & Investment Thesis Core Thesis Utilities sector represents a compelling defensive investment opportunity with strong dividend income characteristics, demonstrating moder

11 Jul, 2025

Energy Sector Analysis - July 2025

Investing , Analysis , Sector Analysis , Energy , Market Analysis

🎯 Executive Summary & Investment Thesis Core Thesis Energy sector presents compelling valuation opportunity with commodity-dependent characteristics, strong GDP correlation (0.67), moderate