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Staying “Sharpe”

I’m often asked why I recommend a particular exchange-traded fund (ETF), tracking a specific niche of the bond or credit markets, over another. Dozens of factors come into play including portfolio composition and concentration, credit...

By |December 31, 2024|Uncategorized|

The Great Texas Power Crisis

Single digit temperatures, record snowfall, millions of utility customers without service, nearly one-third of the state’s power generating capacity shut down and spiking electricity prices: That’s the damage so far from the Great Texas Power...

By |February 20, 2021|Uncategorized|

Energy M&A Heats Up

What do super major oil company Chevron Corp (NYSE: CVX) and leading US rooftop solar installer Sunrun Inc (NSDQ: RUN) have in common? They’re on the leading edge of a building wave of energy mergers...

By |July 20, 2020|Uncategorized|

Energy Bonds Are Ripe Again

Nothing incites investor panic like a fast-falling safe haven. And from March 5-19, the iShares iBoxx Investment Grade Corporate Bond ETF (NYSE: LQD) dropped more than 21 percent. That was actually worse than 17 percent...

By |March 25, 2020|Uncategorized|

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