Economic Insights

Commodity & Infrastructure Insights

Can Trump Manage the Economic Cycle?

Simon Lack, Portfolio Manager -
The current economic recovery, launched out of the cauldron of the 2008-09 financial crisis, continues to percolate. Directly following the 2016 presidential election, many...
Commodity & Infrastructure Insights

Can Trump Manage the Economic Cycle?

Simon Lack, Portfolio Manager -
The current economic recovery, launched out of the cauldron of the 2008-09 financial crisis, continues to percolate. Directly following the 2016 presidential election, many...
Commodity & Infrastructure Insights

Miscounting America’s Crude

Simon Lack, Portfolio Manager -
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 -
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 -
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 -
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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