Commodity & Infrastructure Insights

Gulf Tensions Back in Play

Just over three months ago, Saudi Arabian oil facilities were put out of action by a drone and missile strike. Oil prices jumped. It...

Gulf Tensions Back in Play

Just over three months ago, Saudi Arabian oil facilities were put out of action by a drone and missile strike. Oil prices jumped. It...

Stocks Have Been Cheaper

We’ve been using the Equity Risk Premium (ERP) as a measure of the relative attractiveness of stocks for many years. The ERP is the...

Looking Back on 2019

Our twice-weekly blog saw a 30% increase in pageviews during 2019, along with a healthy jump in subscribers. It’s reposted across several other websites,...

Searching for Christmas

Our blog has a Search function that allows users to quickly find what they’re looking for. One of our most often read blog posts...

Is the Oil Rally about to Stall?

There has been a lot of news to absorb so far this month: .Tthe OPEC+ meeting is over,; the trade deal news is out; and oil is still edging higher..!

Is the Oil Rally about to Stall?

There has been a lot of news to absorb so far this month: .Tthe OPEC+ meeting is over,; the trade deal news is out; and oil is still edging higher..!

Private Equity, Private Valuations

Last week Cowen held a two day energy conference. Presenting companies included upstream and service providers, so although there were no midstream energy infrastructure...

Newsletter

Don't miss

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...