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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 |