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...

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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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The Market’s “Lost” Moment: How Many Seasons Can This Rally Run?

For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.

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