Simon Lack Blog | Talkmarkets | Page 1
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 ... more

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EC The Trump Put
This president probably cares more about short term moves in stocks than any predecessor. He has adopted it as a report card of how his administration is doing.
American Energy Independence Is Imminent
The U.S. Energy Information Administration (EIA) recently published their 2019 Annual Energy Outlook.
Problems Made In DC Can Be Fixed There
The federal government has been moving markets of late.
MLP-Dedicated Funds See Increasing Redemptions
Lat year MLP-dedicated funds received a disproportionate share of redemptions. This makes sense, given their flawed tax structure. The drag from paying corporate taxes on profits has been substantial in past years of good performance.
The Value In Listening To Bears
Short sellers are a breed apart. Because they’re going against the trend, and numerous stakeholders, they possess a tenacity and conviction that can be breathtaking.
Kinder Morgan: Great, But Stick To Pipelines
Kinder Morgan (KMI) kicked off pipeline company earnings last week. Their results contained no big surprises.
Lose Money Fast With Levered ETFs
Leveraged ETFs will probably decline to zero over time, which means the average holder will lose money.
Are Computers Exploiting MLP Investors?
Energy infrastructure roared higher during the first six trading days of January. It’s looking increasingly likely to us that automated trading strategies relying on complex algorithms (“algos”) are at least part of the reason.
Bond Market Looks Past Fed
Last week Fed chairman Jay Powell walked back his earlier, clumsy comments which had implied several additional rate hikes in 2019.
China Quietly Dumps Bonds
China owned as much as 22% of all our foreign-owned debt five years ago, and is now down to 18%. Since May they’ve shed almost $60Billion, with no visible market impact.
Income Investors Should Return To Pipelines In 2019
MLPs have become more attractively priced compared with other income-oriented sectors. After a partial recovery, weakness over the past year or so has caused MLP yields to drift higher again.
EC Stocks Are The Cheapest Since 2012
Christmas couldn’t come soon enough for investors – at least the market can’t fall when it’s closed.
HH Pipeline Dividends Are Heading Up
For investors who seek despondent sellers, look no further than energy infrastructure in late 2018.
Asset Classes: There’s Nowhere To Hide
If you feel like it’s been a tough year in the market, you’re not alone. In 2018, virtually no asset class has provided safety.
Buybacks: Why Pipeline Companies Should Invest In Themselves
Weakness in the pipeline sector has caused soul-searching and changes to corporate structure. The debate among investors, management and Wall Street about how to unlock value received some useful ideas recently from Wells Fargo.
Leaderless Britain Stumbles Towards Brexit
If Brexit happens (still not certain), it will be on EU terms. The EU rarely makes crucial decisions without the clock ticking down to midnight.
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