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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Rate Cut Hype Fuels Growth: August 2025 HANDLS Monthly Report

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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.