🏔 The peak's almost here

Peak oil could be coming soon | Oracle took a hit | [Finimize](   TOGETHER WITH   Hi {NAME}, here's what you need to know for September 13th in 3:13 minutes.   📱 The modern investing world is shaped by the tools that we rely on. So join Public's Leif Abraham and Interactive Brokers' Steve Sanders for [Future of Finance: Building Global Platforms for Next-Gen Investors]( on September 20th, and find out how investment platforms are evolving on a global scale. [Get your free ticket]( Today's big stories - Global oil demand is expected to peak before the end of this decade - Here’s how to tell if a dividend yield is worth the risk – [Read Now]( - Oracle’s stock dipped after some pretty measly quarterly sales Peaky Burners [Peaky Burners] What’s going on here? Experts think the world’s thirst for oil will [peak]( sooner than we’d thought. What does this mean? The International Energy Agency (IEA) just dropped some sunny new predictions, and they’ll be music to environmentalists’ ears. The organization has brought forward its projections, saying that the use of our top three fossil fuels – oil, gas, and coal – is going to start falling before 2030, thanks to the speedy rise of renewable energy and EVs. It also pointed out that China’s changing things up, shifting from heavy industry to less energy-hungry sectors like services. And given China’s outsized appetite for oil and gas in the past decade, that’s a big deal. Why should I care? For markets: Easy does it. If we’re sidelining fossil fuels, then there’s a risk that oil and gas giants’ pricey operations will become “stranded assets” – basically, financial dead weight. But let’s be real: the world can’t quit its oily habit cold turkey, so for now, it’s going to be less “hit the brakes” and more “ease off the gas”. After all, if we skimp too much on fossil fuels, then we might face energy hiccups and price spikes. And remember, many oil bigwigs are also key players in the green transition – so it’s not a total loss for them either. The bigger picture: Going green, seeing red. Green’s the dream, but it’s not all smooth sailing. The "anti-green" gang is picking up steam, and it’s making the whole green living thing a bit tougher – especially with the rising cost of living. And it’s not just talk: Strive Asset Management, which is swimming against the tide of activists’ concerns and the green wave, has already managed to rack up over a [billion dollars in assets](. So don’t go assuming that the path to peak oil demand is going to be a smooth one. You might also like: [A $3 trillion boom is coming. And you might want to get in on it.]( Copy to share story: [/peaky-burners]( 🙋 [Ask a question](mailto:questions@finimize.com?body=Ask us a question: Where are you writing from? Let us know and we'll mention it when we reply.&noapp=true&subject=Peaky Burners&utm_campaign=daily-global-13-09-2023&utm_source=email) Analyst Take Verizon And AT&T Have Tempting Dividend Yields: Here’s How To Tell If They’re Worth It [Verizon And AT&T Have Tempting Dividend Yields: Here’s How To Tell If They’re Worth It]( By Paul Allison, Analyst It’s easy to become seduced by [a good-sized dividend yield](. That’s why [AT&T and Verizon]( both seem so bewitching: these fiercely competitive US telecom players each offer a nearly 8% dividend yield – a nice-to-have payout in uncertain times like these. But when it comes to dividend yield investing, you’ll always want to tread carefully: those come-hither returns [can be dangerous](. So that’s today’s Insight: [dividend-yielding stocks and the questions you want to ask before giving into their charms.]( [Read or listen to the Insight here]( SPONSORED BY JITTA This isn’t your grandad’s value investing strategy Fundamental investment strategies are still around for a reason: they can work, and well. But that’s not to say they can’t be freshened up a little. [Jitta](’s rethinking value investing, condensing fundamental stock analysis into [clean charts, smart tools, and insightful summaries](. You can quickly [get to grips with over 30,000 global value stocks](, including plenty in far-flung markets, each [assessed, ranked, and summarized]( by Jitta’s reliable AI-powered algorithm. Just take the [Jitta Ranking]( tab for example: you’ll see key metrics of global stocks mapped out nice and clear, carefully scrutinized by an AI analytics tool that’s produced market-beating results. The best bit: you can [do all that for free]( with Jitta. [Find Out More]( When you support our sponsors, you support us. Thanks for that. Cloudy Skies [Cloudy Skies] What’s going on here? Oracle’s stock took a dip after its quarterly sales failed to dazzle investors. What does this mean? Oracle, the enterprise software titan, has long been a barometer of corporate demand for tech. And for most of this year, the readings were optimistic – with its stock surging by a sturdy 55%. But this uptrend, like all good things, ultimately came to an end. The company didn’t just miss its revenue targets last quarter: it dialed down its projections for the current quarter too. There are a couple of reasons for that, but the main thorn in Oracle’s side is slowing growth in cloud sales – which signals potential headwinds for its ambitious cloud market expansion. That’s not to say it’s all stormy weather, though. The firm’s financial vital signs include a robust 72% gross margin and a 40% operating margin, and that suggests it’s not just earning well but spending wisely too. So while the revenue might have stuttered, profit growth remains on a solid footing. Why should I care? For markets: Clouded aspirations. Oracle, traditionally celebrated for its database prowess, is now trying to climb the ranks as a cloud sector contender too – hoping to stand toe-to-toe with behemoths like Amazon and Microsoft. But the journey is proving challenging so far. With companies recalibrating their post-pandemic digital strategies, and with established players capturing clients’ attention, Oracle’s cloud ambitions are set to face stiff competition. The bigger picture: AI’s silver lining. Oracle’s foray into AI has been met with both excitement and skepticism. On one hand, the firm’s been touting contracts worth over $4 billion from their AI-focused cloud service, painting a promising picture. On the other, though, Oracle’s cloud infrastructure growth has been tapering off lately. Granted, the immediate revenue impact of AI remains a topic of debate – and the long-term potential of this technology could still be a game-changer for Oracle. But for now, investors are watching closely for some more tangible results. You might also like: [These software stocks could benefit most from the AI wave.]( Copy to share story: [/cloudy-skies]( 🙋 [Ask a question](mailto:questions@finimize.com?body=Ask us a question: Where are you writing from? Let us know and we'll mention it when we reply.&noapp=true&subject=Cloudy Skies&utm_campaign=daily-global-13-09-2023&utm_source=email) 🤝 Partner with us Finimize is much more than just this newsletter: we’re a full-blown [one-stop shop]( for engaging with [modern investors](. So whether you’re a fintech, founder, or just a fed-up exec, rest assured – we’ve got [the solutions]( you need. 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