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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The crack-up boom happens when everyone tries to get out of a losing currency and into “hard assets” like gold, real estate, and other real things.

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How Leading Consumer Brands Have Emerged Stronger Since 2019

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Politics Trumps the Numbers, Can Markets Keep Their Cool?