Comments on: Industry Ranks http://alephblog.com/2008/05/31/industry-ranks/ Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control Thu, 18 Mar 2010 05:20:57 -0400 http://wordpress.org/?v=2.8.4 hourly 1 By: Brian http://alephblog.com/2008/05/31/industry-ranks/comment-page-1/#comment-17695 Brian Sat, 31 May 2008 13:48:31 +0000 http://alephblog.com/?p=720#comment-17695 I'd be interested to know if you include MLPs (ETP, OKS, BWP, etc.) in your reshaping consideration. As an asset class they appear valuable due to their lack of correlation with other classes. I also would have thought they are out of favor (yields and spreads are historically rather high) which is due to their reliance on the capital markets , but I do see an oil/gas transport in your industry ranks which is in the red zone. your blog is great, thanks! Brian I’d be interested to know if you include MLPs (ETP, OKS, BWP, etc.) in your reshaping consideration. As an asset class they appear valuable due to their lack of correlation with other classes.

I also would have thought they are out of favor (yields and spreads are historically rather high) which is due to their reliance on the capital markets , but I do see an oil/gas transport in your industry ranks which is in the red zone.

your blog is great, thanks!
Brian

]]>