Commodity & Infrastructure Insights

Can An ETF Go Negative?

Monday was the day crude oil futures traded as low as negative $41 per barrel. As with the 1987 stock market crash, Monday’s participants...

Pipeline Companies Trim New Projects

Coming into 2020 the pipeline sector was in good shape. Spending on growth projects peaked in 2018, and lower growth capex combined with rising cashflow from existing assets were set to drive Free Cash Flow (FCF) higher.

Navigating the Collapsing Oil Market

To the list of previously inconceivable events, add Texas oil drillers asking for their regulator to impose production curbs. Pioneer Natural Resources (PXD) and...

Portfolio Manager Discusses Oil Market Pricing and Volatility

It’s no secret that equity markets have seen their share of market volatility and price declines over the past few weeks, but upheaval in the oil markets have been more severe by comparison.

Portfolio Manager Discusses Oil Market Pricing and Volatility

It’s no secret that equity markets have seen their share of market volatility and price declines over the past few weeks, but upheaval in the oil markets have been more severe by comparison.

Trading Commodity Volatility – A Woman’s Perspective

In this podcast, Kimberly Rios, a Commodity Portfolio Manager at Catalyst Funds recently sat down with Jeff Malec, Managing Director and Partner from RCM Alternatives to give a woman’s perspective on trading volatility.

Markets Glimpse Light

As our response to Coronavirus shifts from purely medical to political, markets have seen a glimmer of light. So far, decisions have been made,...

Oil Spread Trading – There’s More Than Just 150% Volatility to Consider

This has been a historical week for financial markets in many aspects. For the purposes of this blog, I will focus on the oil markets, which have been devastated by rapid price declines and anemic demand.

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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...

My 50-Cents – Fed Analysis from Leland Abrams of Wynkoop, LLC

The Federal Reserve Board cut their benchmark rate this...