Commodity & Infrastructure Insights

Another Gripping Episode of Brexit

For constitutional observers, each weekly Brexit installment leaves viewers on the edge of their seats, pondering what further twists in the drama remain. Most...

Another Gripping Episode of Brexit

For constitutional observers, each weekly Brexit installment leaves viewers on the edge of their seats, pondering what further twists in the drama remain. Most...

Pipelines Correlations Are More Pleasant

Clients often want to discuss the correlation between returns on midstream energy infrastructure and crude oil prices. Prior to 2014, investors learned that pipelines...

Pipelines Correlations Are More Pleasant

Clients often want to discuss the correlation between returns on midstream energy infrastructure and crude oil prices. Prior to 2014, investors learned that pipelines...

Despite Oil’s Record Price Advance Following the Saudi Oil Attack, the Charts Look Neutral

As you’ve read and seen already, Saturday’s attack on Saudi Arabia’s oil facilities, including a processing plant, is the largest disruption to oil supply that the markets and world have seen in recent times.

Despite Oil’s Record Price Advance Following the Saudi Oil Attack, the Charts Look Neutral

As you’ve read and seen already, Saturday’s attack on Saudi Arabia’s oil facilities, including a processing plant, is the largest disruption to oil supply that the markets and world have seen in recent times.

Saturday`s Attack Is A Game Changer

Early analysis of the twin attacks on Saudi Arabia’s oil infrastructure has focused on the length and severity of supply disruption. 5.7 Million Barrels...

America Offers Safer Energy

Saturday’s surprise attack on Saudi Arabia’s Abaqaiq oil facility in Buqyaq has sent crude oil prices sharply higher. There are estimates of up to...

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David Miller on CNBC’s Market Navigator: Will Overheating Hurt Nvidia?

Will Mag 7 stock Nvidia beat estimates? David Miller, Co-Founder and Chief Investment Officer of Catalyst Funds, Rational Funds, and Strategy Shares, provided his insights to CNBC on Nov. 19 on why he believes the company will come out ahead this week despite potentially challenging headlines.

Chart of the Week: is the Stock Market Getting Ahead of Itself?

In October, Goldman Sachs strategists cautioned investors to be prepared for stock market returns during the next decade that are toward the lower end of their typical performance distribution.

What’s the Real Value of Active Management?

In my opinion, true active strategies have a very important role in portfolios as complements to passive, cheap beta. Advisors need to understand what they own.

Election Trepidation: October 2024 HANDLS Monthly Report

October was marked by continued volatility across fixed income and equity markets as investors faced various challenges, including persistent inflation concerns, rising yields, tightening monetary policy, and the backdrop of a U.S. Presidential election.

The Election Results Are In. The Market Likes the Results.

As an investor, it’s nice to know what we should expect from President Trump, because we have seen the movie before in 2017 – 2021. Apart from the early part of the Pandemic period, the economy and stock markets generally performed well.