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Commodity & Infrastructure Insights
Miscounting America’s Crude
Simon Lack, Portfolio Manager
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June 9, 2019
Wednesday’s report on crude oil stocks from the Energy Information Administration (EIA) showed a sharp jump in storage of 1 million barrels per day...
Corporate Insights
Trade War Discussion: China, Trump and Tariffs
Eric Clark, Portfolio Manager
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May 10, 2019
The deadline for a trade deal has come and gone and starting today, the U.S. will add more tariff money to the U.S. treasury...
Corporate Insights
Trade War Discussion: China, Trump and Tariffs
Eric Clark, Portfolio Manager
-
May 10, 2019
The deadline for a trade deal has come and gone and starting today, the U.S. will add more tariff money to the U.S. treasury...
Commodity & Infrastructure Insights
A Reactive Federal Reserve
Simon Lack, Portfolio Manager
-
May 1, 2019
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...
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