Commodity & Infrastructure Insights

Should Closed End Funds Use Leverage?

Closed end funds (CEFs) are an obscure sector of the market with a small but fiercely passionate following. Because they have a fixed share...

Gold’s Recent Sell-Off: Fast and Sharp

Gold bugs have had quite a year so far. After years of consolidation, the price of gold moved over 20% from January 1, 2019 to its peak in early September. Most of those gains have stayed. However, during the past seven trading days, gold has fallen 4.8%.

When Will MLPs Recover?

Our blog topics are often informed by the subjects that come up in conversations with clients. October was a wrenching month, with the Alerian...

When Will MLPs Recover?

Our blog topics are often informed by the subjects that come up in conversations with clients. October was a wrenching month, with the Alerian...

Natural Gas Profits Remain Elusive

Coal is by any measure an environmental and climate disaster. The world relies on coal in various forms for 27% of its primary energy,...

Natural Gas Profits Remain Elusive

Coal is by any measure an environmental and climate disaster. The world relies on coal in various forms for 27% of its primary energy,...

Elections Usually Boost Earnings

It’s a year until the next presidential election. The S&P500 is making new highs, reflecting the persistence of fund flows into equities. Quarterly earnings...

Elections Usually Boost Earnings

It’s a year until the next presidential election. The S&P500 is making new highs, reflecting the persistence of fund flows into equities. Quarterly earnings...

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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

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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.