Negative Themes: What’s the most significant negative risk that could impact outlook for MLPs?

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Week Thoughts: Hot IPO, Cold MLPs

Correlation between oil prices and MLPs came back this week, shattering the recent relative calm for MLPs.  The index dropped 3.6%, moving in the opposite direction of yield-based equities (UTY +2.2%), equities in general (S&P 500 +0.5%) and natural gas prices. MLPs either followed oil lower, or dropped on an increase in risk premiums across the

Week Thoughts: A Pipe in the Ground is Worth Two in Limbo

It was a short, action-packed week.  MLPs caught a wave of positive M&A vibes and higher commodity prices that carried the sector higher through Thursday, then crapped out with the rest of the market on Friday to finish the week down 1.0% overall.  MLPs outperformed the S&P 500 and utilities, which were both down 2.4%.  Friday was the worst day
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