Monthly Archives: December 2014
Intentional About Energy
As we have discussed in our recent writings, we have been strategically allocated to the energy sector in our portfolios and, as such, have been hit by the decline in energy prices, as well as general high yield market contagion, …
Upcoming TV Appearance
Tim Gramatovich will be a guest on Bloomberg’s TV’s “Market Makers” on Tuesday, December 30th at 3:30pm ET.
Peritus in the News
Peritus’ Tim Gramatovich was quoted in the article, “Some companies won’t survive the oil meltdown,” by Matt Egan of CNN Money, December 16, 2014.
Who’s Really in The Kingdom’s Gun Sights?
According to the EIA, U.S. crude oil imports averaged about 7.3 million barrels per day last week with Canadian barrels making up 3.2 million barrels of the total.1 U.S. commercial reserves increased by 1.9 million barrels week over week where …
Right for the Wrong Reason
It has been a poorly kept secret that I am among the biggest skeptics in the planet as it relates to this whole US “energy independence” fantasy. As a credit investor, I have been “no bid” on the entire US …
Peritus in the News
Peritus was mentioned in the article, “An Active ETF Approach to Junk Bonds” by ETF Trends, December 3, 2014.
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