Commodity & Infrastructure Insights

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...

Portfolio Manager Discusses Price Target for Oil’s Descending Triangle

Even after crude oil’s reported reserves draw of over 10-million barrels (mb) reported when estimates were near 2 mb, the price of oil has still not been able to hold a substantial rally.

Pension Funds Keep Interest Rates Low

The Equity Risk Premium reveals that stocks are cheap relative to bonds (see Stocks Offer Bond Investors an Opening).  A corollary of this insight...

Hopes for a Trade Deal Slipping

Article I of the U.S. Constitution gives Congress the “…Power to lay and collect Taxes, Duties, Imposts and Excises…” Congressional control over tariffs has...

Gold’s Advance Amidst Financial Market Uncertainty Ahead

The yellow metal gold has received much attention lately after being “neglected” for so many years. Gold’s advance has reached the highest closing price since 2013. Multiple factors can attribute to the rise.

Bond Buyers Should Buy Pipeline Stocks

Yields on McDonalds’ Euro-denominated bonds recently joined European sovereign debt in negative territory. It’s a headline writers dream (juicy burgers, not yields…customers and investors...

Canada Looks North to Export its Oil

Infrastructure projects can require a lot of planning, but the proposed link by the Alaska – Alberta Railway Development Corporation (A2A Rail) traces its...

Canada Looks North to Export its Oil

Infrastructure projects can require a lot of planning, but the proposed link by the Alaska – Alberta Railway Development Corporation (A2A Rail) traces its...

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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.