Lone Star State Loses Power
Modern Monetary Theory Goes Mainstream
GameStop Overhauls The Hedge Fund Business
Williams Companies Sees A Climate Change Winner In Natural Gas
Last week Williams Companies (WMB) held their first ever ESG Event. As might be expected, the most interesting parts were on the “E” (Environmental).
Warnings of Inflation Grow
Renewables: More Capacity, Less Utilization
The Changing Pipeline Investor
A Cheap Bet On Inflation
Deficit Spending May Yet Cause Inflation
Pipeline Buybacks To Shift Fund Flows
MLP Closed End Funds – Masters Of Value Destruction
Enterprise Products Keeps On Going
Investors Rotate Into Energy
Energy’s Momentum Continues
The Big Rotation Begins
Exxon’s Contrarian Bet
Why Energy Transfer Cut Their Distribution
Why MLP Fund Investors Should Care When They Change
MLPs have been losing relevance to the midstream energy infrastructure sector for years. As upstream companies plowed money into drilling, pipeline companies felt compelled to add new infrastructure to service them.
Pipeline Companies Should Buy More Stock
ETRN should consider buying back equity as a use of capital competing with any other investment they might consider.