Commodity & Infrastructure Insights

AMLP’s Shrinking Investor Base

The Alerian MLP ETF (AMLP) remains the largest ETF in the sector, in spite of its ruinous tax drag (see MLP Funds Made for...

Gold’s Head & Shoulders Price Target Calculated

I have heard more and more discussion about the head and shoulders pattern that has formed on the gold daily chart. The talk usually...

Chevron Writes Shale’s Next Chapter

In the 1990s U.S. bankers were consolidating. My own career spans several bank mergers. Manufacturers Hanover merged with Chemical Bank in 1992, followed by...

Shale Cycles Faster, Boosting Returns

Chevron (CVX) CEO Mike Wirth must have used the term “short-cycle” at least half a dozen times on Friday’s conference call discussing their $33BN...

For the Oil Bears…If There Are Any

Why not be bullish on oil now? It had its best January ever and its strongest first quarter since the early 2000’s.  Oil has...

Enlink CEO Talks Strategy

Sharply higher commodity prices shouldn’t be a major source of concern for pipeline investors. But that was the answer Enlink (ENLC) President and CEO...

MLP Humor — A Target-Rich Environment

Humor can be a most effective weapon against your adversaries, especially when more extreme measures are unavailable.  MLP management teams have made many poor...

Blinded By The Bonds

German 30 year bunds yield 0.6%. Investors are inured to insultingly low yields, but somehow this still shocks. The ECB defines price stability as...

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Income Shines: November 2024 HANDLS Monthly Report

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Building a Winning Portfolio for Trump’s Second Term

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David Miller on CNBC’s Market Navigator: Will Overheating Hurt Nvidia?

Will Mag 7 stock Nvidia beat estimates? David Miller, Co-Founder and Chief Investment Officer of Catalyst Funds, Rational Funds, and Strategy Shares, provided his insights to CNBC on Nov. 19 on why he believes the company will come out ahead this week despite potentially challenging headlines.