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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..
No Surprises Except the Rally
Over the past few days a few not very surprising things have happened. From Der Spiegel (as reported in the FT) German Chancellor Merkel has concluded that Greece must stay in the Euro and is now focused on ensuring this happens. Although many people (including apparently a majority of German voters) believe Greece should be […]
Don’t Go Away in May
Sell in May and Go Away is an easily remembered rule that worked very well for the past two years. Last year from April 30 to August 31, the S&P 500 lost 11%. Over more than fifty years it’s been sound advice 47% of the time so slightly less effective than a coin flip. However, […]
More Financial Press Coverage on Poor Results for Hedge Fund Clients
I thought this was a pretty balanced and investor-oriented piece: http://www.finalternatives.com/node/21480
Kicking Greece Out Ain't That Easy
Only 25% of Germans think Greece should remain in the Euro or receive further additional EU support, according to a Financial Times/Harris poll. Holding opinions unburdened by the need to implement them is an indulgence afforded voters in all democracies. It feels good to punish the tax-dodging Greeks by kicking them out. But if instead […]
Why Gold Miners Can Outperform the S&P500
Towards the end of last year we felt there was an interesting opportunity to be long equities hedged with a short position in the Euro. Our thinking was that equities were attractively priced as long as a crisis was averted, and most of the bad things we could imagine would either begin in Europe (i.e. […]