02
Sep
Wrap – Week Ended 8/31/18
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Questions and comments under The Wrap will be addressed in the Tuesday post.
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02
Sep
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Nrgyman – I’m look at DCaing into some MLPs for the next 4-5 years given the higher yields.
Any key ones to focus on? Protecting principle is important for this money so don’t want to be too speculative
September 2nd, 2018 at 11:43 pmthis seems like hand wringing to me. Hasnt there been a litany of these articles since 2015?
https://www.nytimes.com/2018/09/01/opinion/the-next-financial-crisis-lurks-underground.html?rref=collection%2Fsectioncollection%2Fopinion&action=click&contentCollection=opinion®ion=stream&module=stream_unit&version=latest&contentPlacement=2&pgtype=sectionfront
September 3rd, 2018 at 9:16 amRe 2 – hasn’t fracking been around for the better part of the last century?
September 3rd, 2018 at 11:16 amre 3 – my grandfather sized horsepower for frac jobs in the 50s for a company HAL bought.
September 3rd, 2018 at 6:54 pm1 I like DKL..I think DK buys them withing 12 months
They will have a ton of cash
September 4th, 2018 at 6:47 amSouthwestern Energy to exit Fayetteville Shale in $1.86B
September 4th, 2018 at 7:00 amre 6 – the Tuesday post is now up.
September 4th, 2018 at 7:28 amwsj on sand
https://www.wsj.com/articles/flood-of-sand-points-to-shakeout-for-shale-suppliers-1536053400?mod=hp_lead_pos6
September 4th, 2018 at 7:29 am