mlp investor

Wall Street Breakfast: Must-Know News

it's up 11% from May, not from streets consensus. 3'rd up month.
the lower sales level/recession is appropriately reflected in financial and real asset prices this year vs.last


On Jul 28 08:36 AM futurestrader wrote:

> New home sales came in at 384K in June, up 11% from May, vs. consensus
> of 350K. Sales were down 21.3% vs. the previous year. The median
> home price of $206,200 was down from May's $221,600.
>
> Does anyone else see the problem with this statement. Up 11% vs
> consensus!! Who cares about consensus!!! This is the same magic show
> that corporations are trying to pull..We beat the street..YYAAAYY!...oh,
> by the way (in fine print) we are down 50% YOY...give me a break..Im
> surprised wall street is buying into all this BS

MLPs: Mid-Year Review

Watch out for CLMT. They were knocked down on Q108 trouble with rising crude + refinery cost overruns. But the acquisitions etc.. are paying off now. They were able to generate a 3x distribution coverage in Q1 which they will handily beat this quarter.

Oil Futures: It's Not Manipulation, It's Stupidity

While Cramer offers poor advice at times, he does teach a more effective way to understand the markets than anyone else out there. Some of his theories are outdated and lack of focus on Macro.

Energy markets are manipulated, period. If you don't buy that you underestimate the power of the large energy traders. GS, MS, Cargill are top notch futures traders with physical trading capability and unsurpassed knowledge of the marketplace. Only that no one is going to come out and say we manipulate the markets. If you are large trader you have to create the reality. (of course manipulation cannot go on forever)

If a Rally Runs on Volume, This One Is Running Out of Steam

there will be a push up before options expiration.
a real good chance of a melt-up.

the result will be all equity/debt offerings will be overbooked - only way for money on the sidelines to buy in quickly

Money Show 2009: The Future of Investing

CLMT generated 2.7x the cash they need to pay the 15% yield. The stock has not recovered from selling by forced liquidations by the hedge funds

If Funds Are Buying, Why Is CalPers Selling?

Well the last selloff was hedge fund driven and powered by institutional investors who are big and powerful but not necessarily the best traders. But rally was led up by funds who noticed that the short interest was really high at the bottom of the selloff.

Shorts are not the sell and hold type they are forced to act when prices move up. I have a few large positions. I buy a little provide liquidity at a premium and buy back everything i had sold before the day is over. This is the same principle that the shorts use to drive the prices down. "Worst fill trade" It just needs a little incremental buying but not a lot of it.

Now that the uptick rule may be reinstated it is foolish to plan on a bear raid. The money that has come in will shoe in the the next report.

The stock market will really start go go up now. Once the cash parties realize that they may lose out on the initial rally.

You'll see this data in the next 13F

Alliance Resource Partners: Buried by Profits

Or you can own the GP of the company, AHGP. AHGP owns a large chunk of the LP and is entitled to 50% of every incremental dollar earned at ARLP. Next quarter ARLP will give 4%-6% increase in the distribution and AHGP will increase the distribution 8%-10%.

Linn Energy: Better To Be an Employee Than a Shareholder?

If your thesis is right why don't you act on it?
The only problem with LINN is that there is limited appetite for equity in the MLP space.

Carlyle Capital Makes Investing in Kinder Morgan an Insecure Prospect

What Kurt seems to say here is that if subprime credit can lose value and so can Kinder Morgan's. Not considering the fact Americans would have to stop heating their homes and driving cars for that to happen.

Why Gasoline and Food Matter When Measuring Inflation

I agree with your premise that Gasoline and Food price matters. I would go on to argue they have an disproportionately large impact on consumer behavior. As thees are very tangible measures of inflation that everyone understands and is reminded of every day.

As for the cmorris01's point of they are not really inflation as they are a scarcity induced price increase. While that may true. Lets call it commodity-inflation. Commodity-inflation has the same buying power erosion effect on the consumer. In an environment where wage increase cannot keep up with commodity-inflation, the erosion in the buying power is most definitely occurring. Especially among the bottom 50% of the population.

The numbers do not reflect the grim ground realities well.