The High Dividend Stock Investor's Collapsing Dollar Survival Guide, Part 5 [View article]
Cliff - I have enjoyed your articles but think that inflation may be more of a threat to certain MLPs like KMP and EPD that do not hold natural resources and don't directly benefit from rises in commodities.
I hold both, but am not sure that they are as good a hedge against inflation as they might initially seem. Aren't they limited in how much they can raise their rates?
Once inflation kicks in, the yields might look as enticing.
A Closer Look at Energy Infrastructure CEFs, ETN [View article]
TYG has a 6+% cost for use of leverage. Not sure why you would not just buy the MLPs. I realize you are getting diversification with TYG, but their cost of borrowing is fairly high.
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Latest | Highest ratedU.S. Natural Gas Rig Count at Seven Year Low [View article]
Also, what's the rate at which wellls run try -
Anyone have any good articles or sources on this?
Thanks
Fixed Income Pair Trade: Long MLN, Short TLT [View article]
TLT must be one of the most heavily shorted etfs out there.
The High Dividend Stock Investor's Collapsing Dollar Survival Guide, Part 5 [View article]
I have enjoyed your articles but think that inflation may be more of a threat to certain MLPs like KMP and EPD that do not hold natural resources and don't directly benefit from rises in commodities.
I hold both, but am not sure that they are as good a hedge against inflation as they might initially seem. Aren't they limited in how much they can raise their rates?
Once inflation kicks in, the yields might look as enticing.
Sam
A Closer Look at Energy Infrastructure CEFs, ETN [View article]
Not sure why you would not just buy the MLPs. I realize you are getting diversification with TYG, but their cost of borrowing is fairly high.