Yves SiegelOct 23Market Commentary: Wow! The Energy Narrative Has ChangedMIDSTREAM ENERGY STOCKS DECOUPLE FROM WEAK COMMODITY PRICES AND CONTINUE TO SHINE Spoiler alert : The number 1 reason that midstream...
Yves SiegelSep 25Market Commentary: Natural Gas is Not Just a Bridge FuelMIDSTREAM AND UTILITIES OUTPERFORM DESPITE ENERGY’S YEAR-TO-DATE UNDERPERFORMANCE As of this writing on September 17th, midstream energy...
Yves SiegelAug 27Market Commentary: Capital Expenditures on the Rise—Not a Bad ThingOBSERVATION: Energy companies are no longer being punished for increasing capital expenditures. Let’s look at some reasons why: 1) ...