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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The Fed’s Dilemma: Why Rate Cuts Could Trigger a “Crack-Up Boom”

The crack-up boom happens when everyone tries to get out of a losing currency and into “hard assets” like gold, real estate, and other real things.

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?