Given the end of the month and quarter fell on a Monday, I wanted to get a quick post out with updated month and quarter end numbers. I hope you’ll understand if the upcoming weekly post is a bit shorter as a result.
Month: September 2019
Week Thoughts: MLPs Selloff On Purpose
Risk was definitively off this week across energy stocks, commodities and the broader stock market. Naturally, utilities and REITs caught a bid, and midstream did not. Within midstream, Canada held up well and helped AMNA outperform the AMZ and AMUS.
Week Thoughts: Midstream Stocks Sustain September Surge
Midstream stocks traded up amid a strong backdrop for energy stocks and for income stocks…
Week Thoughts: Scarcity Value Rally in MLPs
Midstream stocks outpaced the S&P 500 and utilities this week in the face of falling oil prices and rising interest rates. MLPs were the best performers within midstream, benefitting from the “value rally”…
Week Thoughts: Market Advances, Midstream Unmoved
It was a short, but steady week for midstream, helped by strong Canadian midstream performance that more than offset weakness from MLPs. Midstream stocks underperformed utilities and the S&P 500…