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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If you only take one thing from today’s writing, take this: storms are a sideshow to sunnier days.

Navigating Tariff Tangles: January 2025 HANDLS Monthly Report

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Private Markets: The Largest Mega Trend in Financial Services

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Income Shines: November 2024 HANDLS Monthly Report

November proved to be a strong month for income-focused investments, with all sectors delivering positive returns despite market volatility.

Building a Winning Portfolio for Trump’s Second Term

Building a portfolio for a second Trump term means focusing on companies positioned to benefit from shifting regulatory priorities and trade dynamics.