Year: 2019

03.11.2019

Week Thoughts: Midstream Earnings Hit, Stocks Miss

Midstream and MLPs were slight underperformers among energy stocks (XOP and XLE were largely flat) and underperformed general equities (as...

26.10.2019

Week Thoughts: MLPs Less Travelled

Midstream basically kept pace with the broader market this week, while MLPs underperformed, again. Oil prices and broader equities were...

20.10.2019

Week Thoughts: Midstream Inaction

Quiet week in the stock market this week, which translated into a quiet week for midstream as well. The AMNA...

13.10.2019

Week Thoughts: MLPs Brace for Earnings

Midstream was negative across the board this week, and the MLP Index lost more ground to the other midstream indexes...

06.10.2019

Week Thoughts: Macro Noise Offsets MLP News

After 5 straight negative days last week, midstream had three positive days this week, including an intra-day reversal Thursday and...

30.09.2019

Status Update: Midstream Green in September

Given the end of the month and quarter fell on a Monday, I wanted to get a quick post out...

28.09.2019

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...

22.09.2019

Week Thoughts: Midstream Stocks Sustain September Surge

Midstream stocks traded up amid a strong backdrop for energy stocks and for income stocks...

14.09.2019

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...

07.09.2019

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...