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MLPguy Week Thoughts

Hinds Howard
Hundreds of paid subscribers

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

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Substack
PricingOnly paid issuesPublishesWeekly
Issues319Founded6 years agoLast Issue7 days ago
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Latest Issues

Week Thoughts: Another Midstream Orphan

Midstream overall outperformed the stock market this week, although the MLP Index finished negative due mostly to some big moves in a couple names that were involved with M&A this week.

Midstream overall outperformed the stock market this...

7 days ago
5
1
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Week Thoughts: Turning the Page

Midstream overall was flattish but fared better than the S&P 500 overall this week.

Midstream overall was flattish but fared better than the S&P 500 overall this week. Yields dominated headlines with 10-year and 30-year treasury rates hitt...

14 days ago
2
Paid

Week Thoughts: Boiling Point

Midstream down, oil down, vibes down

It seems like another week of spiking interest rates may have caught up with the midstream sector. Oil prices being down nearly 8% this week added extra pressure on energy and midstream stocks that wasn...

21 days ago
2
Paid

Week Thoughts: Midstream Takes a Hike

Rate hike week was not great for midstream.

Rate hike week was not great for midstream. Higher rates are not as bad for midstream as they are for some other securities. Midstream companies tend to have inflation escalators in their contrac...

a month ago
3
Paid

Week Thoughts: Safety in MLPs

MLPs hold up in down week

Things escalated this week. Oil prices closed the week above $100/bbl, and the 10-year interest rate spiked and closed at almost 5.00%. That doesn’t feel like a great backdrop for much of anything in the stock mar...

a month ago
6
1
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  • 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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