November 20, 2017

Over the last 30 years the Energy sector’s weight in the S&P 500 (teal line) has ranged from 5% to over 15%, with the average around 9%. As of today, weak relative returns of the last several years have driven down that share to historic lows, which begs the question – is it time to buy Energy?

November 6, 2017

Let’s go back to October 2014: Flows into Master Limited Partnership (MLP) funds have averaged over $1BN/month for the past 12 months, WTI crude is trading over $80/barrel, MLP yields are 4.1%, price-earnings ratios are 37x & yield spreads over Treasuries are just 200bps. With the benefit of hindsight, not a great time to be putting money to work in a cap...

October 2, 2017

WTI crude oil recently moved into backwardation after several years of contango. This dynamic may bode well for future price gains for two reasons...

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T  312 620 6362
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