Wednesday, 29 May 2013

Wall Street Oasis - Investment Banking & Finance Community: Fracking will destroy our waters, rising interest rates crush student loan holders, BUT MY PORTFOLIO WINS!

Wall Street Oasis - Investment Banking & Finance Community
The Wall Street Finance Community where investment bankers, consultants, traders, private equity and hedge fund professionals come to learn and play.
Fracking will destroy our waters, rising interest rates crush student loan holders, BUT MY PORTFOLIO WINS!
May 29th 2013, 23:00

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I'm rather bullish on the market long term but I semi think things are a little 'springy' and hot for my liking right now so I just swapped a ton of equity stuff in my portfolio out for MLPs and BDCs and other equity products and funds with downside protection (income producing or just weird structured products and quant fund shit). Anyone else doing any portfolio maneuvering or 'SECTOR ROTATION' right now?

Fed cools off stimulus + rates eventually going up = BDCs get windfall

MLPs already ran pretty hard but I really dont have any fear of anti-fracking regulation stopping them -- the economic boom and "US #1 Energy producer' are way too sexy in my thoughts but obv the anti fracking laws are still adding some fear to the MLPs

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