May 29, 2018

While crude oil recently dipped below $70 per barrel, the decline occurred after oil spent most of the last month with year-over-year price gains over 40%. As an input cost in a wide range of consumer & corporate activity, rapidly rising oil prices can squeeze consumers and corporate margins. To gauge the possible market response to these rapid price gain...

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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SpringTide Partners
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