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..
The Challenges of Finding Investment Income
I was fortunate to be in Boca Raton, Florida last week at the GAIM conference on hedge funds, enjoying a 50 degree temperature advantage over NY. I had the opportunity to meet with several retired people who live in Florida either part-time during the winter or all year. Chatting with them about investments really brought home to […]
Talking Markets at GAIM in Florida
Here’s an interview I did earlier today, discussing market outlook. http://reut.rs/W0fL9e
Stocks That Look Like Bonds
Terry Smith, UK-based CEO of Tullett Prebon AND Fundsmith, LLP (obviously a man of prodigious energy) has written an interesting piece in the FT commenting on the attraction of owning less volatile stocks. He is highlighting the Low Beta Anomaly, a weakness in the theory behind efficient markets which predicts more risky investments need to generate a […]
Investing for Income Without Using Bonds
Barrons has a good piece highlighting dividend stocks and MLPs as sources of investment income. Andrew Bary, the writer, sounds as if he’s been reading from our playbook!
Quarterly Outlook
Fiscal issues dominated the last few weeks of 2012 and are likely to provide headlines during the next several months as well. Therefore, it’s worth contemplating what it means for investors. Following this most recent skirting of disaster with the Fiscal Cliff, it’s possible to draw some inferences about how the ongoing budgetary debate will […]