Commodity & Infrastructure Insights

Nickel For Your Thoughts

Nickel and the various compounds derived from it are essential to modern manufacturing practices. Among nickel’s extensive virtues are its high melting point, its natural resistance to corruption, and the ease with which it can be combined with other elements to perform alloys.

A Pause On Spending?

Democrat Senator Joe Manchin from West Virginia holds more sway than most over White House legislative strategy, because he’s one of the few willing to break ranks with Democrat orthodoxy.

A Pause On Spending?

Democrat Senator Joe Manchin from West Virginia holds more sway than most over White House legislative strategy, because he’s one of the few willing to break ranks with Democrat orthodoxy.

Copper: The Red Metal of the Future or Runt of the Portfolio?

Humans have been using copper for millennia. Due to its malleability, high thermal conductivity, resistance to corrosion, and most importantly, its occurrence in nature in a directly usable metallic form, copper usage was an early mark of civilization and a necessary step on the path to the bronze and iron ages.

Futures Still Disbelieving The Fed

Memories of the 2013 “Taper Tantrum” loom over today’s FOMC as they engineer an exit that will hopefully be more elegant than our current one from Afghanistan. Both were well overdue, although there is no doubt the military withdrawal was handled disastrously. Can the Fed do better?

Why It’s No Longer Enough To Beat Inflation

The most recent CPI report was a little better than expected – all-items less food and energy was up 4.3% year-on-year. Used car prices had boosted prior inflation figures but were up just 0.2% in July.

Why It’s No Longer Enough To Beat Inflation

The most recent CPI report was a little better than expected – all-items less food and energy was up 4.3% year-on-year. Used car prices had boosted prior inflation figures but were up just 0.2% in July.

How to Navigate a Commodities Multiverse…

“Commodity” is a strange word. It is derived from the Latin word commoditas, meaning roughly “advantage,” and came into English by way of the French commodité, meaning an amenity or convenience.

Newsletter

Don't miss

Thematic Investing Can Add a Ton of Value to Portfolios

Remember, our investment in stocks is a De facto vote of confidence on the economies in which we invest. Earnings, revenue, margins, free cash flow, and the growth of these important metrics is what drives stocks up or down over time.

Investing in Big Rivers is a No-Brainer, Common Sense Decision.

The discretionary sector struggled as did all growth and quality-oriented areas of the market in 2022. That was a classic re-set and a raging opportunity to add exposure.

The Next Potential Volatility Explosion: Oil

Oil Shocks and Their Impact on the Stock Market:...

The Future is Finally Here: September 2024 HANDLS Monthly Report

The Institute for Supply Management’s monthly survey of purchasing managers came in below expectations for August, while the Bureau of Labor Statistics jobs report indicated that nonfarm payrolls expanded by only 142,000 jobs during the month (against expectations of 161,000 jobs).

Navigating the Rate Cut: A Guide for Advisors

Introduction The ongoing Federal Reserve cycle has sparked intense debate...