Who We Are

We believe KKR’s reported $42.50/share bid for UGI (according to the WSJ journal, which has a pretty good hit rate) may be enough to start a serious process – but perhaps not enough to finish…

We recently reviewed the year-to-date performance of our actively managed Fundamental Model Portfolio (see position detail within) alongside our quantitative, sentiment-driven Love/Hate series – and, let’s just say, the spreadsheet was not subtle. The Love/Hate…

TAS = My initials. Figured we needed some sort of new branded publication. In any case… We believe oil’s risk/ reward remains unusually asymmetric. Not because we know what the next Middle East headline will…

Within we present our latest Love/ Hate Portfolio (LHP17), with marks as of ~12:00 ET on Monday. Looks like a fun one. An MLP we haven’t talked about in a long time emerges as the…