INFLATION PRESSURES ARE BUILDING. PROTECT YOURSELF.

The Federal government is pursuing seemingly unlimited spending and is enabling this with unsustainably low interest rates. Investors need strategies to preserve purchasing power and stay ahead of the stealth erosion of their savings.

Why Recession Fears Can Help Energy Stocks

SL Advisors Talks Markets
SL Advisors Talks Markets
Why Recession Fears Can Help Energy Stocks
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Last week recession questions were more common than in the past during our many conversations with clients. The likely performance of the energy sector during a slowdown is what they’re asking. Recession risks are growing in the minds of many. In one recent survey, a third of economists are forecasting a recession within two years. […]

Pipelines — There’s Always A Bull Market Somewhere

SL Advisors Talks Markets
SL Advisors Talks Markets
Pipelines -- There’s Always A Bull Market Somewhere
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The US was increasing its net exports of natural gas before Russia’s invasion of Ukraine added an element of urgency. Liquefied Natural Gas (LNG) gets most of the attention, but this year we’ll export nine Billion Cubic Feet per Day (BCF/D) by pipeline, to Mexico and eastern Canada. LNG exports are still rising, with most […]

Criticism Of The Fed Goes Mainstream

SL Advisors Talks Markets
SL Advisors Talks Markets
Criticism Of The Fed Goes Mainstream
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Earlier this month there was a fascinating exchange on Bloomberg TV between former NY Fed president Bill Dudley and journalist Jonathan Ferro. Dudley has been vocal in criticizing the slow rate at which his former FOMC colleagues have been normalizing monetary policy. He’s pointed to the robust stock market and warned that the Fed’s going […]

The Varied Uses For LNG

SL Advisors Talks Markets
SL Advisors Talks Markets
The Varied Uses For LNG
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Wells Fargo describes Liquefied Natural Gas (LNG) as THE theme for midstream energy infrastructure. In a recent series of meetings they found investors were “highly constructive on long-term fundamentals for global LNG…and looking for ways to play the theme.” One reason is that Europe’s pivot on energy security seems unlikely to change regardless of the […]

LNG Stocks And Real Yields Rise

SL Advisors Talks Markets
SL Advisors Talks Markets
LNG Stocks And Real Yields Rise
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The energy sector, already responding to inflation in recent months, has been a clear winner from Russia’s invasion of Ukraine. Few countries in history have striven for energy independence as much as America. Having achieved it, the US is now in a position to help Europeans achieve energy security. They have no hope of energy […]