Edward RyanJun 38 min readEnergy Transition Reality in Four Charts - Updated June 3, 2024Our view is that the outlook for peak oil demand is much higher and much further away than consensus thinking. We look for global oil ...
Edward RyanMar 265 min readMidstream MLPs: Stocks in Goldilocks Stage of UpcycleNew York, NY, Ed Ryan, InfraCap COO - In our view, the midstream energy sector is in the Goldilocks stage of what could be a long and...
InfraCap ManagementNov 16, 20233 min readRetained Earnings Critical Driver of Earnings GrowthMany market strategists have been very bearish on S&P 500 (“S&P”) earnings this year based on the fact that they thought that corporate ...
InfraCap ManagementOct 22, 20238 min readImpact on Energy Infrastructure From Middle East WarThe Middle East war has caused oil prices to rise because it puts the Israel/Saudi peace agreement on hold, which would have resulted in...
InfraCap ManagementSep 13, 20238 min readMidstream & MLP Marketplace SummaryU.S. Midstream Overview The Midstream Sector The midstream segment of the oil & gas industry is primarily involved with the...
Edward RyanOct 12, 20225 min readOCTOBER FOCUS: Midstream MLPs - Stocks in Early Stage of Upcycle Midstream MLP stocks sold off recently, a startling turnabout after a rebound took sector prices to the highest level in almost two years. A
Preferred Stock Primer PLUS Key Benefits & Risks - Q2 2024 UpdateWhat Are Preferred Stocks? Preferred stocks (“preferreds") are hybrid equity securities with characteristics similar to debt ...
Preferred Stock Market Place Summary - Q2 2024 UpdateThe following is updated performance information, data, and charts for preferred stocks through Q2 2024. Preferred stocks are hybrid ...
Small Company Investing: Selecting Profitable vs. Unprofitable CompaniesWhen constructing a portfolio, we believe it is important to select profitable companies as they tend to dramatically outperform ...