EUROPE’S ENERGY CRISIS IS KEEPING ENERGY PRICES HIGH
America leads the world in oil and gas production. We believe midstream energy infrastructure offers predictable cash flows to investors.
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 […]
Why Compromise in Washington is so Elusive
As we approach the Fiscal Cliff, or more properly Slope, I thought the Republican negotiating strategy was very revealing. Gerrymandering, the process by which Congressional districts are tortured into shapes that resemble something drawn by a drunk with a permanent marker, are certainly part of the issue. Although the original intention was to allow for districts that reliably […]
Brief 2013 Outlook Written for FinAlternatives.com
2013 will be the year when bond investors begin to acknowledge the inevitably low future returns caused by the Fed’s multiple rounds of Quantitative Easing and debt monetization. Negative after tax real returns will reach high grade bond investors as they already have for holders of government debt. The relentless Math, whereby the return on […]
Wall Street Journal Best Business Books of 2012
I had inexplicably missed this on Dec 14th, but The Hedge Fund Mirage made it on to this list. Click Here for the article.