Commodity & Infrastructure Insights

Momentum Crash Supports Pipeline Sector

Breaking News — Drone attack disables Saudi crude ouput Although we don’t normally highlight the favorable geopolitics of U.S. midstream energy infrastructure, this news does...

MLPs: Five Years On, Cheaper Than Ever

The end of August was the five year anniversary of the peak in MLPs. Had it not been for the distraction caused last week...

MLPs: Five Years On, Cheaper Than Ever

The end of August was the five year anniversary of the peak in MLPs. Had it not been for the distraction caused last week...

Climate Promises from Politicans: America Will Do Better

Over 60% of U.S. liquid hydrocarbon production comes via hydraulic fracturing (“fracking”).  This includes 7.75 million Barrels per Day (MMB/D) of crude oil (total...

Climate Promises from Politicans: America Will Do Better

Over 60% of U.S. liquid hydrocarbon production comes via hydraulic fracturing (“fracking”).  This includes 7.75 million Barrels per Day (MMB/D) of crude oil (total...

Blackstone and Tallgrass Further Discredit the MLP Model

​To be an SEC-registered asset manager is to submit to extensive rules of behavior, all with the objective of protecting the clients. Where a...

Blackstone and Tallgrass Further Discredit the MLP Model

​To be an SEC-registered asset manager is to submit to extensive rules of behavior, all with the objective of protecting the clients. Where a...

Private Equity Sees Value in Unloved Pipelines

Last week the Financial Times wrote about the dwindling conviction of believers in the Shale Revolution (see Why US energy investors are experiencing a...

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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...