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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Investing in Big Rivers is a No-Brainer, Common Sense Decision.

The discretionary sector struggled as did all growth and quality-oriented areas of the market in 2022. That was a classic re-set and a raging opportunity to add exposure.

The Next Potential Volatility Explosion: Oil

Oil Shocks and Their Impact on the Stock Market:...

The Future is Finally Here: September 2024 HANDLS Monthly Report

The Institute for Supply Management’s monthly survey of purchasing managers came in below expectations for August, while the Bureau of Labor Statistics jobs report indicated that nonfarm payrolls expanded by only 142,000 jobs during the month (against expectations of 161,000 jobs).

Navigating the Rate Cut: A Guide for Advisors

Introduction The ongoing Federal Reserve cycle has sparked intense debate...

My 50-Cents – Fed Analysis from Leland Abrams of Wynkoop, LLC

The Federal Reserve Board cut their benchmark rate this...