Simon Lack | TalkMarkets | Page 32
Managing Partner, SL Advisors, LLC
Contributor's Links: SL Advisors, LLC
Following 23 years with JPMorgan, in 2009 Simon Lack founded SL Advisors, LLC, an SEC Registered Investment Adviser. SL Advisors manages investments in energy infrastructure, including the Catalyst MLP & Infrastructure Fund (MLXIX), the American Energy Independence Fund (USAI), and separately ...more

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Same Data, Different Conclusion
We’re not the first MLP investors to be puzzled by sector weakness in the face of growing oil and gas production. This was visible most clearly on Wednesday, when a sharp drop in crude following inventory numbers caused similar drops in many MLPs.
The 2017 MLPA Conference
Value-seeking investors should draw comfort from the complete absence of irrational exuberance at this year’s MLPA conference. Today’s MLP investors are for the most part a patient bunch.
Plain Talk On Oil Production
Last Wednesday Plains All American held their Investor Day. These events typically afford investors the opportunity to get more detail on the company, but Plains also has a sophisticated macro view of the oil market.
Listen To What The Oil Price Is Saying
The collapse in oil prices was the dominant story of 2014, and it’s shaping up to be the dominant story of 2015 too. In the popular narrative, development of unconventional shale oil and natural gas in the U.S. has led to a supply imbalance.
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