Commodity & Infrastructure Insights

Pipeline Earnings in a Market Focused Elsewhere

Earnings season for midstream energy infrastructure kicks off with Kinder Morgan (KMI) on Wednesday. In April we identified growing free cash flow (see The...

Pipeline Earnings in a Market Focused Elsewhere

Earnings season for midstream energy infrastructure kicks off with Kinder Morgan (KMI) on Wednesday. In April we identified growing free cash flow (see The...

Energy Transfer’s Weak Governance Costs Them

Three years ago, Energy Transfer Equity (then ETE, now ET following its 2018 simplification) cleverly extricated itself from a ruinous attempted acquisition of Williams...

Energy Transfer’s Weak Governance Costs Them

Three years ago, Energy Transfer Equity (then ETE, now ET following its 2018 simplification) cleverly extricated itself from a ruinous attempted acquisition of Williams...

MLPs No Longer Represent Pipelines

As recently as five years ago, the terms “MLPs” and “pipelines” were interchangeable. If you wanted to invest in pipelines for their steady growth...

MLPs No Longer Represent Pipelines

As recently as five years ago, the terms “MLPs” and “pipelines” were interchangeable. If you wanted to invest in pipelines for their steady growth...

The Complex Politics of Climate Change

Greta Thunberg’s speech at the United Nations may have grabbed the climate change headlines. But for those who find policy prescriptions from someone not...

An Impeachment Probe, Drone-Attacks, and Other Factors Influencing Oil Supply and Pricing

Portfolio Manager Kimberly Rios Interviews Phil Flynn, a Fox Business news contributor and Sr. Energy Analyst from Price Futures group, to discuss the recent oil events and price action.

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The Fed’s Dilemma: Why Rate Cuts Could Trigger a “Crack-Up Boom”

The crack-up boom happens when everyone tries to get out of a losing currency and into “hard assets” like gold, real estate, and other real things.

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

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