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Infrastructure Capital’s Substack

Infrastructure Capital

We are a leading provider of investment management solutions specializing in ETFs, managed hedge funds, and providing consulting services for other investment firms.

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Latest Issues

Fed Balance Sheet Bloated From Paying Interest On Reserves

The Fed Chair nominee, Kevin Warsh, has indicated he wants to shrink the size of the Fed’s balance sheet. Right now, that is easier said than done.

Since the global financial crisis, the U.S. bond market has come to depend on the Fed to ab...

14 days ago
43

Infrastructure Capital announces the first dividend for The Infrastructure Capital Nasdaq Option Income ETF (QVOL)

NEW YORK — May 27, 2026 — Infrastructure Capital Advisors, LLC (Infrastructure Capital), a leading provider of investment management solutions designed to meet the needs of income-focused investors, is excited to declare its first distribut...

21 days ago
74

The Jobs Report Reignites the Bond Market Rebellion

A Labor Market That Refuses to Cool

The Bureau of Labor Statistics reported on April 3, 2026, that the U.S. economy added 178,000 nonfarm payroll jobs in March, nearly triple the consensus forecast of 60,000. The unemployment rate held at...

a month ago
99

Cheniere Answers the Call

The Global Supply Shock

Global liquefied natural gas exports fell to a six-month low in late March 2026, declining approximately 20 percent from earlier in the month, according to Bloomberg analysis of ship-tracking data. The disruption tr...

a month ago
139

Small Caps Defy the Yield Shock

The First Quarter Divergence

The Russell 2000 gained approximately 12 percent in the first quarter of 2026, while the S&P 500 declined roughly 4 percent. The performance gap of 16 percentage points represents the widest quarterly divergenc...

a month ago
84

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  • Infrastructure Capital

    We are a leading provider of investment management solutions specializing in ETFs, managed hedge funds, and providing consulting services for other investment firms.

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