MLPs

Some historical data from Credit Suisse below: MLPs are off 14% this month, pretty bad. Subsequent performance (no guarantees) looks pretty strong though.

• 3 Jan, 2018

  Updating the Triangle

  Last year, I introduced my big picture framework of assessing the relative attractiveness of markets Inside the Triangle ...

• 16 Dec, 2021

  Rick

  To fail or to suffice? It doesnt quite have the cadence of Shakespeare, admittedly. It is not the existential question ...

• 21 Dec, 2016

  Shock, Part 4 (Divided We Are)

  We began this series with a review of the likely economic policies and their implications of the new Trump ...