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SL Advisors

August 14, 2019

Art of the Tariff

Trade friction threatens global growth. The IMF recently called for a quick resolution between the U.S. and China. It’s blamed for the continuing drop in bond yields, with some investors openly contemplating whether the U.S. could soon join other developed country sovereign debt with negative interest rates.

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SL Advisors

July 31, 2019

Fed Ponders Multiple Uncertainties

Ten year U.S. treasury yields are low by most measures at 2.05%, but they’re the highest in the G7, and even higher than Greece’s. The President has criticized Fed policy as creating unnecessary headwinds to the economic boom his policies have created.

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SL Advisors

July 3, 2019

Texas Reconsiders Flaring

Nothing exemplifies America’s low natural gas prices more than its flaring where takeaway infrastructure is inadequate. In the Permian basin in West Texas and New Mexico, from where most of the growth in crude production originates, associated natural gas is more often a disposal problem, like wastewater.

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SL Advisors

May 8, 2019

Buffett Finds Value in Shale

Warren Buffett likes the Permian Basin. This was clear from Berkshire’s (BRK) proposed $10BN preferred investment in Occidental (OXY) should they buy Anadarko (APC). Berkshire’s annual shareholder meeting was followed as usual with a Becky Quick interview on CNBC.The 8% dividend on the preferred OXY will issue to finance their acquisition could be inducement enough for BRK to commit $10BN.

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