Blog
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.
The Upside Case For Pipelines – Part 1
The world doesn’t need another “what to expect in 2022” outlook piece. Inboxes are full of them this time of year. Therefore, what follows is part 1 of a two-part look at what could create upside surprises for midstream energy infrastructure. The downside is well understood and was experienced in full force quite recently. On […]
Boxing Day
Today is Boxing Day. The US is rare among English-speaking countries in not celebrating the day following Christmas. Perhaps the habit was dropped following the War of Independence in a further shedding of the colonial yoke. Our family continues to enjoy Boxing Day even after nearly 40 years in the US. It is in truth […]
Joe Manchin Puts America First
Build Back Better (BBB) includes many provisions beyond the scope of energy and interest rates, the two topics this blog covers. But to the extent that Senator Joe Manchin (D-WVa) has torpedoed progressive goals on climate and $3TN in additional debt, he’s demonstrated better judgment than the rest of his party. Start with the debt. […]
Inflation’s Upside Risk
If you weren’t able to join Thursday’s webinar, SL Advisors Midstream Energy and Inflation Outlook, you can watch a recording here. The media referred to the Fed’s “hawkish pivot” following Wednesday’s revised dot plot and faster taper. More accurate is that chair Jay Powell confirmed that the FOMC was following the market’s earlier revisions to […]
The Fed’s Biggest Mistake In History
Sign up here for this Thursday’s webinar at 12 eastern. SL Advisors’ Midstream Energy and Inflation Update. Allianz SE’s Mohamed El-Erian recently said the, “Transitory Inflation Call Likely Fed’s Worst Ever.” There is some competition for that title. Just in my career (1980-) you’d have to include Alan Greenspan’s summer 1987 tightening which was soon […]