AMZ Anniversary Countdown: 2012
Three more weeks until the 10-year anniversary of the AMZ. Today, we look at 2012, where the 12-year streak of the AMZ outperforming the S&P500 came to an end.
What Happened in April – Everyone Is Getting Ready
For MLPs and energy infrastructure companies, April was spent getting ready: raising money, selling assets, avoiding pitfalls, and reducing obligations.
If an MLP Cuts Its Distribution, How Should the CEO Be Paid?
Distribution cuts are universally maligned in the MLP space, and yet sometimes they are the best decision for the long-term health of the company. We examine how MLPs punished or rewarded their CEOs...
What’s the Update on Fracking?
Today we discuss recent news related to the EPA’s assessment of hydraulic fracturing.
What Happened in October: Winter Is Coming but the Cold Never Bothered Me Anyway
After the last 18 months, it’s obvious MLPs are not living out a fairy tale happily ever after. But don’t let the pendulum swing so far that you believe only Prince Charming can rescue them—MLPs don’t...
Monday Mailbag: How To, Part 1
During the week leading up to rebalancing, lots of you ask us how many units of a particular name will need to be sold from products linked to the AMZ. Here’s how you can find the answer.