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...

Newsletter

Don't miss

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.

The Ripple Effect: How Smart Money Uses the VIX to Beat Market Panic

An options trader’s perspective on why the “fear index” is actually your portfolio’s best friend

The Volatility Trader’s Reality Check: Markets Do What Markets Do

For those curious about how a volatility trader who also manages portfolios thinks, let me cut through the noise.

Navigating Trade Winds: HANDLS Indexes Showcase Resiliency in May 2025

The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.