Commodity & Infrastructure Insights

Natural Gas: The Big Energy Story

The world’s energy sector is undergoing a transformation. Widespread press coverage of the growth in renewables reflects increasing concern about climate change. Nextera Energy,...

Networking with Industry Experts at Chicago’s Traders Expo

The markets are fairly behaving ahead of the Europe and U.S. interest rate announcements. There’s nothing too specific in the charts to write about, so I’ll take this time to share a little from the Traders Expo in Chicago that I attended this week.

Brexit Meets the Shale Revolution

Britain’s new prime minister, Boris Johnson, sports a mop of blond hair, shuns conventionality and routinely spins facts to suit his purpose. The photo...

Our Fossil Fuel Future (With a Bit More Solar and Wind)

Climate change is driving tremendous upheaval in the energy sector. One consequence is that making long term investments is exceptionally difficult. A large, conventional...

Oil Charts Favor Lower Prices

. Looking at charts for possible signs of price exhaustion or biases for any indication on movements can be helpful. Currently, multiple factors have aligned to support a negative lean for oil prices.

Reviewing Russell Gold’s The Boom

Although Russell Gold’s The Boom: How Fracking Ignited the American Energy Revolution and Changed the World is now almost five years old, it still...

Is NextEra Running in Place?

Investing in midstream energy infrastructure today means pipelines, storage, gathering and processing and all the physical networks that sit between oil and gas wells...

Still Fearing Another Financial Crisis

“Concerns about trade and Gulf tensions spur rush towards sovereign debt.” warned the Financial Times last week. Almost $12 trillion in bonds trades at...

Newsletter

Don't miss

Short-Term Noise Can Lead to Long-Term Opportunity

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

The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.

Private Markets: The Largest Mega Trend in Financial Services

There are several powerful mega-trends happening around the world. One of these trends is happening in the financial services industry and is still a game in the early innings.

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.