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Sep 18, 2025
Inflection Points: No Reservations, Just Valuations
Sep 03, 2025
Monthly Covered Call Commentary: September 2025
Aug 20, 2025
Quarterly MLP Commentary: Q2 2025
Inflection Points: No Reservations, Just Valuations
Monthly Covered Call Commentary: September 2025
Quarterly MLP Commentary: Q2 2025
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Exploring a range of subjects as diverse as our product lineup.
Monthly Covered Call Commentary: November 2025
Oct 30, 2025 •
By
Robert J. Scrudato
Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss recent developments.
Introducing LNGX: The Case for U.S. Natural Gas
Oct 29, 2025 •
By
Kenny Zhu
LNGX offers passive exposure to the U.S. natural gas supply chain, from upstream production through processing, transportation, and exports.
Inflection Points: Tariffs in the Wind
Oct 22, 2025 •
By
Scott Helfstein
There’s a lot to unpack with tariffs. Here we break down potential implications across the economy, markets, and investment themes.
Why Copper? Why COPX?
Oct 20, 2025 •
By
Trevor Yates
We believe evolving demand drivers and challenged supply make copper miners an interesting investment opportunity.
The Next Big Theme: October 2025
Oct 17, 2025 •
By
Ido Caspi
This month, we discuss disruptive trends in AI, Defense Tech, Robotics, Data Centers, HealthTech and Hydrogen.
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