Blog - SL-Advisors

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EUROPE’S ENERGY CRISIS IS KEEPING ENERGY PRICES AND INFLATION HIGH

America leads the world in oil and gas production. We believe midstream energy infrastructure offers predictable cash flows to investors..

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The Alpha Rich List Got 15% of Everything

May 22, 2014/0 Comments/in The Hedge Fund Mirage/by Simon Lack

There’s been plenty of press coverage of the Top 25 hedge fund earners recently, of David Tepper’s $3.5 billion haul and so on. But it’s probably even more striking to estimate what portion of total hedge fund returns these guys took home. It goes like this: Last year the industry began with $1.8 trillion in […]

Nice New Yorker piece about Hedge Funds

May 18, 2014/0 Comments/in The Hedge Fund Mirage/by Simon Lack

http://www.newyorker.com/online/blogs/johncassidy/2014/05/how-hedge-funds-get-away-with-it.html

The Power of the MLP GP

May 15, 2014/0 Comments/in Midstream Energy Infrastructure, The Hedge Fund Mirage/by Simon Lack

Yesterday was Williams Companies’ (WMB) Analyst Day. The company gave a strong presentation across each of their divisions. It highlighted the many opportunities to build new infrastructure in response to the shale developments, especially in the Marcellus. WMB’s dividend yield is 3.3% but such is the earning power of the assets they control that management […]

The Problems with Reported Inflation

May 12, 2014/1 Comment/in Bonds Are Not Forever/by Simon Lack

The CFA’s bi-monthly magazine includes an article on the gradual mis-reporting of inflation that’s taken place over the years (“Double, Double Toil and Trouble”). Criticism of how the government calculates inflation is not new, and I included a chapter on this in my latest book Bonds Are Not Forever. For a start, it’s hard to […]

67th CFA Institute Annual Conference

May 8, 2014/0 Comments/in Global Issues/by Simon Lack

Earlier this week I was at the 67th CFA Institute Annual Conference in Seattle. It enjoyed a record attendance of over 1,800 and I have to say was one of the better organized events I’ve been at, situated in the cavernous Washington State Convention Center. One thing I particularly liked was that the networking doesn’t […]