Commodity & Infrastructure Insights

U.S. Natural Gas Helps Lower Emissions Again

Blackrock’s ESG funds hold positions in pipeline corporations, consistent with Larry Fink’s recent letter on climate change (watch ESG Investors Like Pipelines). Their inclusion is...

Crude Catches a Virus

We’re in one of those times when everything is a macro call. Stocks and sectors are, for now, more highly correlated, since Coronavirus developments...

Washington-DC Based Energy Experts Offer Their Outlook

We had an opportunity to meet with a Washington-DC based independent research firm, specializing in energy policy and geopolitics last week.  The following is...

Podcast: Davos Talks Climate Change

In this week’s podcast, Simon Lack discusses climate change news from Davos.

Podcast: Davos Talks Climate Change

In this week’s podcast, Simon Lack discusses climate change news from Davos.

Energy Strengthens U.S. Foreign Policy

“Let us set as our national goal, in the spirit of Apollo, with the determination of the Manhattan Project, that by the end of...

Its Iran’s Move

If one thing’s clear about recent developments in the Middle East, it’s that events defy prediction. Yet timing trades in the energy sector requires...

Its Iran’s Move

If one thing’s clear about recent developments in the Middle East, it’s that events defy prediction. Yet timing trades in the energy sector requires...

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David Miller on CNBC’s Market Navigator: Will Overheating Hurt Nvidia?

Will Mag 7 stock Nvidia beat estimates? David Miller, Co-Founder and Chief Investment Officer of Catalyst Funds, Rational Funds, and Strategy Shares, provided his insights to CNBC on Nov. 19 on why he believes the company will come out ahead this week despite potentially challenging headlines.

Chart of the Week: is the Stock Market Getting Ahead of Itself?

In October, Goldman Sachs strategists cautioned investors to be prepared for stock market returns during the next decade that are toward the lower end of their typical performance distribution.

What’s the Real Value of Active Management?

In my opinion, true active strategies have a very important role in portfolios as complements to passive, cheap beta. Advisors need to understand what they own.

Election Trepidation: October 2024 HANDLS Monthly Report

October was marked by continued volatility across fixed income and equity markets as investors faced various challenges, including persistent inflation concerns, rising yields, tightening monetary policy, and the backdrop of a U.S. Presidential election.

The Election Results Are In. The Market Likes the Results.

As an investor, it’s nice to know what we should expect from President Trump, because we have seen the movie before in 2017 – 2021. Apart from the early part of the Pandemic period, the economy and stock markets generally performed well.