MLP Monthly Report: August 2020

06:50am, Tuesday, 01'st Sep 2020
Chevron Corp. announced it will acquire Noble Energy Inc.
The financial markets have essentially become one trade, betting on lower interest rates forever, epitomized by FAANG stocks, which are the longest duration assets.

The Best Stocks To Buy On A Sell-Off

09:21am, Tuesday, 25'th Aug 2020
We're seeing shifts in sector leadership that are worth watching. Our overbought indicator suggests reigning in risk.
David Einhorn's 13F stock portfolio value increased from $702M to $922M this quarter. Greenlight added Vaneck Gold Miners ETF and Atlas Air Worldwide while dropping Altice USA and Adient plc.
Greenlight plunges into gold ETF and aviation service company Continue reading...
If you want to compound wealth in the stock market, you can do so by buying an index fund. But investors can boost...

Why I'm Worrying Over A Market Drop

04:22pm, Monday, 17'th Aug 2020
Our overbought indicator reaches rarefied air. It could be a good time to rein in risk by reducing margin and avoiding short-term calls.
Investor enthusiasm has become ebullient in the broader stock market and the bond market. Absolute valuations and relative valuations are trading at extreme levels.
As Americans crank up their air conditioning to combat hotter-than-normal weather, companies in the natural gas industry stand to make more money.
The Federal Reserve has poured unprecedented levels of stimulus into the U.S. economy to deal with the pandemic, and most experts agree that inflation is just around the corner. David Einhorn has pos
The guru also said the company has been 'abusing its stakeholders' so much that he could write pages about it every quarter Continue reading...
Moody's Investors Service ("Moody's") has completed a periodic review of the ratings of CNX Midstream Partners LP and other ratings that are associated with the same analytical unit. The review was c
Dry natural gas prices broke out to the upside last week. Natural gas equities outperformed, as they have been doing for a majority of 2020.
The deal between the industrial conglomerate and the energy-services giant is another example of how software is taking over the world—even in the hardware-dominated industrial sector.
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