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...

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Investing in Big Rivers is a No-Brainer, Common Sense Decision.

The discretionary sector struggled as did all growth and quality-oriented areas of the market in 2022. That was a classic re-set and a raging opportunity to add exposure.

The Next Potential Volatility Explosion: Oil

Oil Shocks and Their Impact on the Stock Market:...

The Future is Finally Here: September 2024 HANDLS Monthly Report

The Institute for Supply Management’s monthly survey of purchasing managers came in below expectations for August, while the Bureau of Labor Statistics jobs report indicated that nonfarm payrolls expanded by only 142,000 jobs during the month (against expectations of 161,000 jobs).

Navigating the Rate Cut: A Guide for Advisors

Introduction The ongoing Federal Reserve cycle has sparked intense debate...

My 50-Cents – Fed Analysis from Leland Abrams of Wynkoop, LLC

The Federal Reserve Board cut their benchmark rate this...