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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