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MLPguy Week Thoughts

Hinds Howard

Weekly updates on Midstream stocks and MLPs, including stock action, transaction news and commentary.

Platform
Substack
PricingOnly paid issuesPublishesWeekly
Issues291SubscribersRead mlpguy.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Week Thoughts: Shuffling Towards Resolution

Midstream outperformed in another negative week for the stock market writ large.

12 days ago
8
0
Paid

Week Thoughts: Essential Assets

It was a rough week for the market and the world at large, but midstream came through unscathed, with midstream overall trading up more than 1% in a week that saw a 1.9% decline in the S&P 500, a 5% drop in utilities, and a 11bps move up in...

19 days ago
5
0
Paid

Week Thoughts: Duration Stagnation

Midstream did slightly better than the broader stock market this week despite another 9% rally in oil prices, as the market seemed to focus on more defensive positioning due to the uncertain nature of the duration of the war.

25 days ago
5
1
Paid

Week Thoughts: And I Ran...To Midstream

Midstream stocks outperformed the stock market this week, a clear beneficiary of the commodity price action resulting from the Iran situation.

a month ago
6
0
Paid

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Authors

The writers behind this newsletter.

  • Hinds Howard

    Author and publisher of MLP and midstream content for 11+ years at mlpguy.com. Portfolio Manager on listed infrastructure team at CBRE Clarion in Philly.

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