Commodity & Infrastructure Insights

Markets finished the strongest quarter sine 1987 yesterday, led by the energy sector. The American Energy Independence Index, which comprises North America’s biggest pipeline stocks, is still down 29% for…

Coronavirus approached us like a distant wave earlier this year. Initially it was remote and unthreatening, as we viewed developments far away in Asia. But it soon engulfed us, making…

There is so much speculation into gold’s next move. The metal has been in a two-month trading range on relatively low volume since the March sell off and rebound around the options and futures expiration week, when gold saw physical delivery issues.

Last week Oneok (OKE) did a secondary offering of 26 million shares. It was priced at $32, and diluted existing shareholders by around 7%. Although a healthy discount from two…

Given the recent and unprecedented volatility in crude oil prices, we thought this would be an opportune time to take a deeper dive into how some popular oil and oil-related funds have performed this year.

There’s rarely a shortage of bearish articles. The recent batch incorporates a tone of pleading, or at least reasoning, with investors to acknowledge our circumstances when choosing investments.

The energy sector has been leading the market’s rebound from the lows of March. Demand for crude oil plummeted, and the Saudi decision to simultaneously increase supply caused prices to…

At Berkshire’s virtual annual meeting recently, Warren Buffett mused that their cash hoard of $135BN didn’t seem that much. Stanley Druckenmiller said, “The risk-reward for equity is maybe as bad…

Oil is a volatile commodity, and one need look no further than the movements in the first few months of 2020 as proof. The price of crude oil (WTI) started the year above $60, and infamously dipped to below -$37 in April.

Ever since the 2008 financial crisis ushered in permanently low interest rates, perhaps the biggest question in finance has been why long term rates remain so low .