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Newsletters2017-12-10T06:48:37-05:00

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We Are Not in Kansas Anymore

“Toto, I have a feeling we are not in Kansas anymore,” Dorothy famously said in the children’s classic The Wizard of Oz. In the same vein, this letter cautions investors that important changes are occurring in the markets and, while

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Stock and bond markets flash warning signs.

Stock and bond markets flash warning signs while IGA’s 13.9% MLP returns consistently beat benchmark. Master Limited Partnerships have compelling valuations, high yields and improving hydrocarbon markets. Relative to other asset classes MLP are deeply oversold. The S&P 500, FANG

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