MLPs

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

• 6 Feb, 2015

  Dollar

  My quarterly letter talks about the strength of the US dollar and why it should continue to rise (see Chart below), but ...

• 27 Jul, 2015

  Hot Bidding

  The housing recovery, from its worst downturn since at least the 1930s, has been steady, but much less robust than most ...

• 21 Dec, 2023

  Fireside Reading

  I hope you have a wonderful holiday season, with ample time to enjoy some good books next to a crackling fire. I have an ...