Commodity & Infrastructure Insights

Corn Prices Sink Further After USDA Report

More bearish news for corn today as the USDA released its Crop Production report.  Ending and world stocks reported much higher numbers than estimates...

Corn Prices Sink Further After USDA Report

More bearish news for corn today as the USDA released its Crop Production report.  Ending and world stocks reported much higher numbers than estimates...

Buffett Finds Value in Shale

Warren Buffett likes the Permian Basin. This was clear from Berkshire’s (BRK) proposed $10BN preferred investment in Occidental (OXY) should they buy Anadarko (APC)....

Pipeline Earnings Good; Investors Skeptical

We’re in the middle of earnings season, and last week several companies provided 1Q reports. The energy sector continues to struggle to excite investors....

A Reactive Federal Reserve

The other morning a CNBC guest was able to share an insight not normally found on TV. The need for ten-second ideas greatly limits...

The Coming Pipeline Cash Gusher

Pipeline company earnings are being scrutinized for capital investment plans.  The energy sector’s pursuit of growth has been well covered. Investors would prefer less...

How Math and Popping Corn (Futures) Relate

Ingredients:  Short corn futures & average daily contracts traded Funds are short corn futures in a record amount according to the Commitment of Traders report...

Investors Look Warily at the Persian Gulf

The Shale Revolution has certainly provided America with more geopolitical freedom. The 1973 Arab oil embargo punished the U.S. for supporting Israel, as it...

Newsletter

Don't miss

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.