Commodity & Infrastructure Insights

The Great Reversal?

Last week the Centers for Disease Control (CDC) told state health officials to prepare for vaccine distribution as soon as November 1. “My fellow Americans, our long national nightmare is over.” was first spoken by President Gerald Ford following Nixon’s resignation under threat of impeachment in 1974. But it could equally apply to Covid in 2020.

The Dow’s Odd Construction

Last week’s ejection of Exxon Mobil (XOM) from the Dow Jones Industrial Average looks like another indication of the declining relevance of energy stocks....

Stocks Are Still A Better Bet Than Bonds

In late April, a month after the low, we noted how stocks were cheap (see The Stock Market’s Heartless Optimism). The Equity Risk Premium...

Natural Gas Is November’s Winner

Oil production in the U.S. has fallen sharply as a result of Covid. Gasoline demand has recovered from its low point in April, but remains about 9% below normal.

Natural Gas Is November’s Winner

Oil production in the U.S. has fallen sharply as a result of Covid. Gasoline demand has recovered from its low point in April, but remains about 9% below normal.

Different Ways To Use Solar Power

As the world embraces more solar power, it turns out there are two competing visions – the traditional utility model of building solar farms...

Different Ways To Use Solar Power

As the world embraces more solar power, it turns out there are two competing visions – the traditional utility model of building solar farms...

Investing in Commodities: Seasonal Factors Make Active Management Necessary

This whitepaper provides trade examples using seasonal charts as guidance for positioning when taking seasonal factors into consideration. Long-only, indexing, and other passive commodity investing strategies may not address seasonal factors, treating investing in commodities as if they were equities, even though they are very di¬fferent.

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Rate Cut Hype Fuels Growth: August 2025 HANDLS Monthly Report

Suffice to say, all of this reinforces a timeless investing principle: diversification pays off over the long haul.

How Leading Consumer Brands Have Emerged Stronger Since 2019

The last five years have been among the most intense stress tests in modern business history.

The Market’s “Lost” Moment: How Many Seasons Can This Rally Run?

For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.

Can Markets Keep Their Cool? July 2025 HANDLS Monthly Report

Politics Trumps the Numbers, Can Markets Keep Their Cool?

The Calm Before the Storm: A Volatility Pro’s Reflection on Markets at All-Time Highs

We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.