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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
Issues301Founded5 years agoLast Issue10 days ago
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Latest Issues

Week Thoughts: Pipelines Keep Flowing

Midstream bounced back this week in a shaky week for the broad market as the wave of tech equity issuance, higher oil prices, and higher interest rates took their toll.

Midstream bounced back this week in a shaky week for the broad market...

10 days ago
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Week Thoughts: I Feel Bad for You...

Midstream sold in May

The month ended very badly for midstream. “Sell in May” is alive and well in midstream, apparently, even if tech stocks and the S&P 500 keep drifting higher. Stocks were up and interest rates were down as the U.S. and...

17 days ago
6
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Week Thoughts: Strong Fundamental Backdrop

EIC Highlights Opportunity

Midstream had a very good week considering oil and gas prices were down. U.S. midstream stocks were up around 1%, while strength in Canada helped the broader AMNA index finish up nearly 2%. In our very micro, ins...

24 days ago
1
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Week Thoughts: Big Move into Midstream

When conditions are just right for midstream stocks, sometimes the outcome is intuitive.

When conditions are just right for midstream stocks, sometimes the outcome is intuitive. More often it feels like there is always some nagging sector...

a month ago
3
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Week Thoughts: Nothing to See Here

Midstream lags on peace hope.

The S&P 500 loved to hear about the 10th time progress has been made on peace discussion with Iran. Commodities, energy stocks and of course midstream stocks did not fare so well with that backdrop, despite an...

a month ago
5
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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