Archive
2018 |
|
 May |
Interest Rates, Crude Prices and MLPs |
| April |
Corporations Lead the Way to American Energy Independence |
| March |
Send in the Canadians! |
| February |
Windfall and the New Energy Abundance |
| January |
2017 Year-end Review and Outlook |
2017 |
|
| December |
Limited Partners, Limited Rights; American Energy Independence Index |
| November |
The American Energy Independence Index |
| October |
The Green and the Black |
| September |
The Moral Case for Fossil Fuels; Escheatment |
| August |
The Age of Oil |
| July |
Falling Dominoes |
| June |
The Algorithmic Wealth Transfer |
| May |
Dunning-Kruger and Investing |
| April |
The Folly of Leveraged ETFs |
| March |
Shale Security |
| February |
Change and Uncertainty |
| January |
America Is Great! |
|
2016 |
|
| December |
The Hedge Fund Mirage Turns Five |
| November |
Bonds and Marshmallows |
| October |
Quarterly Outlook; The Phony War; To Our Clients |
| September |
How Expensive Are Stocks? |
| August |
Why Electric Cars Are Good for Fossil Fuels; Investors Require Less |
| July |
Quarterly Outlook |
| June |
The Politics of Bonds |
| May |
Filling Up |
| April |
The MLP Risk Premium; To Our Clients; Upcoming Wall Street Potholes Presentation |
| March |
Straight Answers From Tough Questions; Upcoming Wall Street Potholes Presentations |
| February |
Why the Tortoise Beats the Hare |
| January |
2015 Annual Letter; The 2015 MLP Crash; How We Got Here; The Shale Revolution; Kinder Morgan; Valuation; What Next?; To Our Clients |
|
2015 |
|
| December |
Cash is Not Quite Trash |
| November |
Wall Street Potholes; Energy Infrastructure Investments |
| October |
Quarterly Outlook; Performance Tables (Net of fees) |
| September |
Thinking Fast, And Slow; Wall Street Potholes |
| August |
An Apocalyptic Fund Story |
| July |
Quarterly Outlook |
| June |
Inflation and Investing |
| May |
Preparing for Higher Rates |
| April |
Quarterly Outlook; To Our Clients |
| March |
Interest Rates; Domestic Oil Production |
| February |
MLPs and Mergers and Acquisitions (M&A) |
| January |
Investment Philosophy; Investment Themes; Performance and Outlook |
|
2014 |
|
| December |
Liquidity |
| November |
Energy |
| October |
Quarterly Outlook; Hedge Funds Lose a Big Client |
| September |
Kinder Morgan; Dodging the Potholes on Wall Street |
| August |
How Dovish is Janet Yellen? |
| July |
Quarterly Outlook; Are MLP’s Hedge Funds? |
| June |
How To Invest Like A Woman |
| May |
Flash Boys |
| April |
Quarterly Outlook; MLPs; Bonds Are Not Forever |
| March |
Liquidity |
| February |
Two-Edged Activists |
| January |
Annual Letter; Investment Strategies; Investment Themes; Investment Results; Our Clients |
|
2013 |
|
| December |
Spot the Bubble |
| November |
A Tale of Two Stocks |
| October |
Quarterly Outlook; MLPs |
| September |
September’s Pattern; Website Upgrade |
| August |
Bonds Are Not Forever |
| July |
Quarterly Outlook; Bonds Are Not Forever; Pension Investing in Hedge Funds |
| June |
Hotel California; Crude by Rail |
| May |
Short Put Options Coverd Up As Calls; Business Update; Bonds are Not Forever |
| April |
Quarterly Outlook; JCP; The Hedge Fund Mirage |
| March |
Cash; Natural Gas |
| February |
Buying Stocks, Gingerly |
| January |
Quarterly Outlook; Low Beta Long-Short; Blog; Hedge Fund Mirage |
|
2012 |
|
| December |
Stocks and Lotteries; The Hedge Fund Mirage is One Year Old |
| November |
Sandy’s Aftermath |
| October |
Quarterly Outlook; MLP Update |
| September |
Don’t Go Away in May; Betting Against Beta |
| August |
New Ideas; Hedged Dividend Capture; MLPs |
| July |
MLP Update; Quarterly Outlook; The Economist Book Review |
| June |
30th Anniversary; MLPs |
| May |
Less Macro and More Micro; Hedge Funds; Business Update |
| April |
Quarterly Outlook; |
| March |
Finance Behaving Badly; CDE |
| February |
An Attractive Alternative to Alternatives; |
| January |
Quarterly Outlook; The Hedge Fund Mirage |
|
2011 |
|
| December |
The Hedge Fund Mirage; Bond Math |
| November |
Banks and Leverage; Website Update |
| October |
Quarterly Outlook; Hedged Dividend Capture Strategy |
| September |
Why Smart People Should Work in August; Natural Gas |
| August |
Fear of Debt; Natural Gas |
| July |
Quarterly Outlook |
| June |
ETFs and the Bond Market; CSJ |
| May |
Timing is Everything; GCI |
| April |
Quarterly Outlook; MSFT, RSG |
| March |
Fiscal Prudence Delayed (Again); KFT, CDE |
| February |
Politics and U.S. Energy Policy; BRK, BTF |
| January |
Quarterly Outlook; |
|
2010 |
|
| December |
Inflation; OSG |
| November |
Taxes; BTF, CEW |
| October |
Stocks, Bonds and the US$; |
| September |
CFA; CSJ, BZF |
| August |
The Bond Market’s Forecast;Municipal CEFs, CXW |
| July |
Proposition 14; Closed End Fund Activism; DRP, DVN |
| June |
Seeing what you own; RMT, AHL |
| May |
Abacus; BIF, SWN, HK |
| April |
Repo 105; BHL, SOR |
| March |
Improving Hedge Funds; GAM, PAX.L |
| February |
A U.S. Employment Vignette; ADX, MVC |
| January |
Spreading Populism; EDD, EROC |