Simon Lack, Portfolio Manager

Simon Lack is Founder and Managing Partner of SL Advisors, LLC. Mr. Lack is Portfolio Manager of an energy and infrastructure fund at Catalyst Capital Advisors LLC. Mr. Lack’s experience includes: Managing Director, JPMorgan Global Trading Division and CEO, JPMorgan Incubator Funds. Mr. Lack has authored The Hedge Fund Mirage: The Illusion of Big Money and Why It’s Too Good to Be True (January 2012) and Bonds Are Not Forever: The Crisis Facing Fixed Income Investors (September 2013).
Commodity & Infrastructure Insights

The Dow’s Odd Construction

Simon Lack, Portfolio Manager -
Last week’s ejection of Exxon Mobil (XOM) from the Dow Jones Industrial Average looks like another indication of the declining relevance of energy stocks....
Commodity & Infrastructure Insights

Stocks Are Still A Better Bet Than Bonds

Simon Lack, Portfolio Manager -
In late April, a month after the low, we noted how stocks were cheap (see The Stock Market’s Heartless Optimism). The Equity Risk Premium...
Commodity & Infrastructure Insights

Natural Gas Is November’s Winner

Simon Lack, Portfolio Manager -
Oil production in the U.S. has fallen sharply as a result of Covid. Gasoline demand has recovered from its low point in April, but remains about 9% below normal.
Commodity & Infrastructure Insights

Natural Gas Is November’s Winner

Simon Lack, Portfolio Manager -
Oil production in the U.S. has fallen sharply as a result of Covid. Gasoline demand has recovered from its low point in April, but remains about 9% below normal.
Commodity & Infrastructure Insights

Different Ways To Use Solar Power

Simon Lack, Portfolio Manager -
As the world embraces more solar power, it turns out there are two competing visions – the traditional utility model of building solar farms...
Commodity & Infrastructure Insights

Different Ways To Use Solar Power

Simon Lack, Portfolio Manager -
As the world embraces more solar power, it turns out there are two competing visions – the traditional utility model of building solar farms...
Uncategorized

The Biggest Pipeline Companies Are Doing Well

Simon Lack, Portfolio Manager -
Last week Enbridge (ENB) and Enterprise Products (EPD), North America’s two biggest pipeline companies, were among those reporting earnings. Both beat expectations – ENB reported 2Q EBITDA of $3,312MM versus $3,155MM, helped by strong results in natural gas transmission.
Uncategorized

The Biggest Pipeline Companies Are Doing Well

Simon Lack, Portfolio Manager -
Last week Enbridge (ENB) and Enterprise Products (EPD), North America’s two biggest pipeline companies, were among those reporting earnings. Both beat expectations – ENB reported 2Q EBITDA of $3,312MM versus $3,155MM, helped by strong results in natural gas transmission.
1...293031...49Page 30 of 49

Stay in touch:

255,324FansLike
128,657FollowersFollow
97,058SubscribersSubscribe

Newsletter

Don't miss

Economic Insights

The Calm Before the Storm: A Volatility Pro’s Reflection on Markets at All-Time Highs

0
We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.
Economic Insights

The Ripple Effect: How Smart Money Uses the VIX to Beat Market Panic

0
An options trader’s perspective on why the “fear index” is actually your portfolio’s best friend
Economic Insights

The Volatility Trader’s Reality Check: Markets Do What Markets Do

0
For those curious about how a volatility trader who also manages portfolios thinks, let me cut through the noise.
Economic Insights

Navigating Trade Winds: HANDLS Indexes Showcase Resiliency in May 2025

0
The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.
Economic Insights

Navigating Multi-Factor Market Volatility: A Portfolio Manager’s Guide

0
Current market conditions present a complex web of interconnected risks that demand careful analysis and strategic positioning.
spot_img

About us

Most recent

Most popular

Subscribe

© Catalyst Insights - 2024 - All rights reserved.