Commodity & Infrastructure Insights

The Virus Infecting MLPs

Closed end fund investors are passionate about the product. Because they generally own a portfolio of publicly traded securities, their NAV per share is easily calculated. The fixed share count means their share price can deviate from the NAV, and this attracts investors keen to buy something for less than it’s worth.

With Energy Uncertainty, Natural Gas Offers Stability

The spreading coronavirus and effective end of OPEC+ were a one-two punch that caused the worst  collapse in midstream energy infrastructure stocks any of...

With Energy Uncertainty, Natural Gas Offers Stability

The spreading coronavirus and effective end of OPEC+ were a one-two punch that caused the worst  collapse in midstream energy infrastructure stocks any of...

Where America Gets its Power

One of the challenges facing solar energy in providing electricity is that demand often peaks at the beginning and end of the workday. When...

Coronavirus Dominates Thoughts on Cheniere

Few sectors are immune from coronavirus fears, and energy is no exception. Although U.S. midstream energy infrastructure is overwhelmingly domestic, growing oil and gas...

Coronavirus Dominates Thoughts on Cheniere

Few sectors are immune from coronavirus fears, and energy is no exception. Although U.S. midstream energy infrastructure is overwhelmingly domestic, growing oil and gas...

Planting a Cooler Climate

A little noticed sentence in President Trump’s State of the Union speech was that the U.S. would join the Trillion Trees Initiative. He didn’t...

Planting a Cooler Climate

A little noticed sentence in President Trump’s State of the Union speech was that the U.S. would join the Trillion Trees Initiative. He didn’t...

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Short-Term Noise Can Lead to Long-Term Opportunity

If you only take one thing from today’s writing, take this: storms are a sideshow to sunnier days.

Navigating Tariff Tangles: January 2025 HANDLS Monthly Report

The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.

Private Markets: The Largest Mega Trend in Financial Services

There are several powerful mega-trends happening around the world. One of these trends is happening in the financial services industry and is still a game in the early innings.

Income Shines: November 2024 HANDLS Monthly Report

November proved to be a strong month for income-focused investments, with all sectors delivering positive returns despite market volatility.

Building a Winning Portfolio for Trump’s Second Term

Building a portfolio for a second Trump term means focusing on companies positioned to benefit from shifting regulatory priorities and trade dynamics.