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Feature Article

Focus and Discipline

The names on our Focus List have held up reasonably well in a difficult tape. We take advantage of the selloff in master limited partnerships to add a high-quality name that trades at a sharp discount to its peers and offers exposure to an appealing organic-growth story.

Outlook for US Equities

he S&P 500 may have reached new highs in 2017, but our call for a bumpier ride couldn’t have been more wrong: The index hasn’t experienced a correction of more than 5 percent since summer 2016—the longest uninterrupted rally in its history. We explain our base case for US equities in 2018.

Economic Outlook for 2018

Our call for the US economy to expand by 2 to 2.5 percent in 2017 panned out, thanks to strong growrth in the second and third quarters. We look at historical data and trends in some of our favorite leading indicators to challenge some popular wisdom and develop a nuanced economic outlook for 2018.

Outlook for Crude Oil and Natural Gas

We leaned against the consensus outlook for oil prices twice last year, expressing skepticism toward the rally that occurred in WTI after OPEC announced its production agreement and turning bullish in July. These calls were directionally right. Here are our expectations for 2018 and the risks to our outlook.

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  • Live Chat with

    Elliott and Roger on Jul. 26, 2018

  • Portfolios & Ratings

    • Model Portfolios

      Balanced portfolios of energy stocks for aggressive and conservative investors.

    • Coverage Universe

      Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.

    • MLP Ratings

      Our assessment of every energy-related master limited partnership.

    • International Coverage Universe

      Roger Conrad’s coverage of more than 70 dividend-paying energy names.

    Experts

    • Elliott H. Gue

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

    • Roger S. Conrad

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor