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...

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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...