SL Advisors Talks Markets

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Simon Lack and Henry Hoffman of SL Advisors consider inflation risks to investors and how to respond.

  1. 3D AGO

    Midstream Dances To A Different Tune

    The performance of midstream last year didn’t align with the fundamentals. This is clear when you consider the periods either side (2024 and 2026YTD). Last year, the sector lagged and many investors became frustrated with the underperformance versus the S&P500, which really means versus the big AI hyperscalers. In 2024 midstream investors grasped the need […]

    5 min

  2. FEB 15

    Gas Production Is Our Strategic Advantage

    Williams Companies’ (WMB) youthful President and CEO Chad Zamarin gave an inspiring presentation to kick of their Investor Day last week. He described US energy infrastructure as a blessing, and natural gas as our competitive advantage. Zamarin traced the company’s origins back to World War II, when German U-boats were sinking US ships transporting fuel […]

    5 min

  3. FEB 8

    What’s Your Inflation Rate?

    The other day I was chatting with a retired friend about the inflation rate he should assume when analyzing his investment portfolio and its ability to fund his retirement. The Fed’s stated inflation goal is 2%, so my friend felt that 3% was a conservative assumption. There are several problems with using the CPI to […]

    6 min

  4. FEB 1

    Energy Is The New Market Leader

    January was a good month for midstream energy infrastructure. The American Energy Infrastructure Index was +9%, the 10th best month of the past decade and the best since November 2024. For those who like simple statistical patterns, over the past ten years the direction of January’s performance has correctly predicted the full year 70% of […]

    5 min

  5. JAN 25

    Energy Leads The Market

    There were several positive news stories last week that helped propel the American Energy Infrastructure Index (AEITR) to +7% YTD, well ahead of the S&P500 which is +1%. Kinder Morgan’s (KMI) earnings unusually beat expectations. Moreover, their increased backlog of projects didn’t scare investors as much as it should given their perennially low Return On […]

    5 min

  6. JAN 18

    Quantifying The Gas Arb

    In The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution, author Greg Zuckerman explains how today’s traders spend most of their time doing research. At Renaissance, the hedge fund Zuckerman chronicles, and other quantitative funds, traders spend much of their time looking for market anomalies that are likely to repeat and […]

    5 min

  7. JAN 11

    Venezuela: Mostly Questions, Few Answers

    More than most times, the energy market is moving on macro developments. President Trump is for low oil prices. He wants energy dominance which means ample supply. Although the White House is a big fan of the US energy sector, volumes trump profits. Trump’s first term was not a good one for energy investors. Oil […]

    5 min

  8. JAN 4

    Few Laughs In Gas Last Year

    Energy was a laggard in 2025, and within that Liquefied Natural Gas (LNG) stocks were especially weak. The S&P Energy Index was +9.1%, 8.8% behind the S&P500. The American Energy Independence Index (AEITR) was +1.7%. The five-year annual trailing return on the AEITR is well ahead of the broader market (23.6% vs 15.3%). Over the […]

    7 min
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5
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About

Simon Lack and Henry Hoffman of SL Advisors consider inflation risks to investors and how to respond.

Information

  • Creator
    SL Advisors, LLC
  • Years Active
    2019 - 2026
  • Episodes
    125
  • Rating
    Clean
  • Copyright
    © 2021 SL-Advisors
  • Show Website
    SL Advisors Talks Markets

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