Commodity & Infrastructure Insights

Commodity & Infrastructure Insights

Miscounting America’s Crude

Simon Lack, Portfolio Manager -
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...
Commodity & Infrastructure Insights

Oil Edges the $50 Support Level on Lack of Demand

Kimberly Rios, CFA, CMT, Portfolio Manager -
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.
Commodity & Infrastructure Insights

Stocks Will Trump Tariffs

Simon Lack, Portfolio Manager -
A couple of months ago we noted in Blinded By The Bonds the paltry yields available on long term debt. Since the 2008 financial...
Commodity & Infrastructure Insights

Stocks Will Trump Tariffs

Simon Lack, Portfolio Manager -
A couple of months ago we noted in Blinded By The Bonds the paltry yields available on long term debt. Since the 2008 financial...
Commodity & Infrastructure Insights

Pipelines Moving Up and Left: More Return With Less Risk

Simon Lack, Portfolio Manager -
The Capital Asset Pricing Model (CAPM) is a widely accepted theoretical framework for valuing securities. An important feature is the Efficient Frontier. This reflects...
Commodity & Infrastructure Insights

Pipelines Moving Up and Left: More Return With Less Risk

Simon Lack, Portfolio Manager -
The Capital Asset Pricing Model (CAPM) is a widely accepted theoretical framework for valuing securities. An important feature is the Efficient Frontier. This reflects...
Commodity & Infrastructure Insights

Why You Should Only Buy China Through the S&P500

Simon Lack, Portfolio Manager -
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...
Commodity & Infrastructure Insights

Why You Should Only Buy China Through the S&P500

Simon Lack, Portfolio Manager -
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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