Commodity & Infrastructure Insights

Miscounting America’s Crude

Wednesday’s report on crude oil stocks from the Energy Information Administration (EIA) showed a sharp jump in storage of 1 million barrels per day...

Oil Edges the $50 Support Level on Lack of Demand

Many of the current news headlines tie oil’s recent decline to lower expectations on world growth outlooks. WTI Crude Oil has dropped 23% from its $66.60 on April 23rd to a low today of $50.59.

Stocks Will Trump Tariffs

A couple of months ago we noted in Blinded By The Bonds the paltry yields available on long term debt. Since the 2008 financial...

Stocks Will Trump Tariffs

A couple of months ago we noted in Blinded By The Bonds the paltry yields available on long term debt. Since the 2008 financial...

Pipelines Moving Up and Left: More Return With Less Risk

The Capital Asset Pricing Model (CAPM) is a widely accepted theoretical framework for valuing securities. An important feature is the Efficient Frontier. This reflects...

Pipelines Moving Up and Left: More Return With Less Risk

The Capital Asset Pricing Model (CAPM) is a widely accepted theoretical framework for valuing securities. An important feature is the Efficient Frontier. This reflects...

Why You Should Only Buy China Through the S&P500

Last week’s article by Jason Zweig (see Think Before You Fish for Bargains in Chinese Stocks) caught my eye, because it warns against investing in...

Why You Should Only Buy China Through the S&P500

Last week’s article by Jason Zweig (see Think Before You Fish for Bargains in Chinese Stocks) caught my eye, because it warns against investing in...

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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.