Commodity & Infrastructure Insights

Pipeline Stocks Get That Warm Feeling Again

A common concern of both existing and potential investors in energy infrastructure is the relatively high volatility of recent years. Many recall the “toll-model”...

Pipeline Stocks Get That Warm Feeling Again

A common concern of both existing and potential investors in energy infrastructure is the relatively high volatility of recent years. Many recall the “toll-model”...

Fanatics Protest From a Steel Cell

You might think that using a crane to place steel boxes so as to block all the entrances to a global energy corporation might...

Fanatics Protest From a Steel Cell

You might think that using a crane to place steel boxes so as to block all the entrances to a global energy corporation might...

Better Odds With Pipelines

The mood at the 2019 Midstream Energy Infrastructure Conference was noticeably more positive than in the past couple of years. Perhaps relocating from Orlando...

Will Gold’s Volatility Return This Summer?

Except for January, gold volatility has been almost non-existent in 2019. Price action has been active, with an $80 price range this year (6% high to low). It’s easy to forgo looking at gold when equities have been so active, but the charts are starting to show some interesting set-ups.

Why Keeping Up With Inflation Isn’t Enough

Cher wanted to turn back time to regain love lost. But economists are always turning back time to adjust prices for inflation, to calculate...

Why Energy Transfer Can’t Get Respect

If Energy Transfer (ET) was a private company contemplating an IPO, the 15% Distributable Cash Flow (DCF) yield indicated by their underwriters would draw...

Newsletter

Don't miss

Navigating Trade Winds: HANDLS Indexes Showcase Resiliency in May 2025

The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.

Navigating Multi-Factor Market Volatility: A Portfolio Manager’s Guide

Current market conditions present a complex web of interconnected risks that demand careful analysis and strategic positioning.

Markets Gone Wild: April 2025 HANDLS Monthly Report

April 2025 delivered a dramatic episode in what has already been a year marked by heightened volatility.

How Advisors Can Prepare for Turbulent Times by Exploring a Risk Balanced Approach

Explore Catalyst Funds | Explore Rational Funds Most investors intuitively understand...

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.