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I NVESTMENT SIG - MAY 12, 2011

I NVESTMENT SIG - MAY 12, 2011. MLPs UPDATE PERFORMANCE TAX ISSUE SECTOR PERFORMANCE IN AN ECONOMIC CYCLE (MID CYCLE SECTOR PERFORMANCE) 4. O & G SHALE PLAYS, FRACTURING INTEREST RATE PROJECTIONS: US TREASURY YIELD WORKBOOK HOT-LINKING AN EXCEL WORKBOOK TO

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I NVESTMENT SIG - MAY 12, 2011

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  1. INVESTMENT SIG - MAY 12, 2011 MLPs UPDATE PERFORMANCE TAX ISSUE SECTOR PERFORMANCE IN AN ECONOMIC CYCLE (MID CYCLE SECTOR PERFORMANCE) 4. O & G SHALE PLAYS, FRACTURING INTEREST RATE PROJECTIONS: US TREASURY YIELD WORKBOOK HOT-LINKING AN EXCEL WORKBOOK TO TREASURY YIELDS LAZY PORTFOLIOS INVESTMENTS IN POLUTION AND WASTE CONTROL MONEY, 20 BEST INTERNET SITES SIG MEMBERS OPEN DISCUSSION ECONOMY - STOCKMARKET – INVESTMENTS >>>>>>>>>> FUTURE EVENTS <<<<<<<<<<<<<<<<< 1. CONVERGENCE, WIRELESS & MOBILITY

  2. MLP RECENT PERFORMANCE LAST INDEX WKYTD Alerian MLP TOTAL RETURN , % -4.1 5.0 S&P 500 TOTAL RETURN , % -1.7 7.2

  3. MLP TAX ISSUE http://www.naptp.org/News/LegandRegdevelop.htm

  4. MASTER LIMITED PARTNERSHIPS

  5. Economic Activity http://www.bea.gov/newsreleases/national/gdp/gdp_glance.htm http://www.bea.gov/newsreleases/national/gdp/gdp_glance.htm http://www.chicagofed.org/webpages/research/data/cfnai/current_data.cfm http://www.chicagofed.org/webpages/research/data/cfnai/current_data.cfm http://www.federalreserve.gov/Releases/H8/current/ http://www.federalreserve.gov/Releases/H8/current/ http://moneycentral.msn/investor/charts/chartdl.aspx?symbol=$RUT.X http://moneycentral.msn.com/investor/charts/chartdl.aspx?symbol=$RUT.X

  6. INFLATION A key Fed measure: 5 year, 5 year forward TIP spread http://noir.bloomberg.com/apps/quote?ticker=FED5Y:IND Treasury yield curve http://noir.bloomberg.com/markets/rates/index.html History http://www.multpl.com/interest-rate/ http://www.multpl.com/interest-rate/ Has a weak dollar (result of near-zero interest rates) increased Exports? http://www.census.gov/indicator/www/ustrade.html Yes. On June 30th the administration will declare mission accomplished. Bernanke announced that it will not be continued -- but something else will take its place

  7. Actionable Information Being invested in the right sectors at the right time increases the performance of a portfolio. Where are we now? http://personal.fidelity.com/global/search/inquira/resultsindex.shtml?question=Sector Investing Mid-Cycle Leadership http://personal.fidelity.com/global/search/inquira/resultsindex.shtml?question=Sector Investing Mid-Cycle Leadership ( scroll down to Equity Markets, select Sector Investing ) https://news.fidelity.com/static/dcle/FidelityNewsPage/documents/EcoCurveBwoexhibit.swf https://news.fidelity.com/static/dcle/FidelityNewsPage/documents/EcoCurveBwoexhibit.swf Bonus www.khanacademy.org www.khanacademy.org

  8. Modern Shale Gas Development In The U.S.: A Primer The primary differences between modern shale gas development and conventional natural gas development are the extensive use of horizontal Drilling and multi-stage hydraulic fracturing. The use of horizontal drilling has not introduced new environmental concerns. Source: Department of Energy book - April, 2009

  9. SHALE GAS PRODUCTION TYPE CURVES http://www.palmertongroup.com/pdf/Marcellus_Production_Type_Curves.pdf

  10. OIL & GAS SHALE PLAYS, FRACTURING and INVESTMENT IDEAS http://www.eia.gov/naturalgas/reports.cfm?t=186 Shale Gas and the U.S. Energy Outlook, Recent Developments http://www.northernoil.com/drilling.php Video of drilling a horizontal well and hydraulic fracturing http://www.hydraulicfracturing.com/Pages/information.aspx Fact sheets on fracking and other Resource links A government Primer on Modern Shale Gas Development

  11. LAZY PORTFOLIOS http://www.marketwatch.com/lazyportfolio http://www.madmoneymachine.com/ http://www.madmoneymachine.com/professional-lazy-portfolios/

  12. Houston Investors Association Meeting May 4th 8:30 am 1st Topic 12:45 pm Last Topic Location: University Center Building University of Houston Campus, Houston, TX Rooms 74,87,90 all rooms underground http://www.houstoninvestors.com/wp/?p=958

  13. MASTER LIMITED PARTNERSHIPS WHAT ARE THEY? WHY INVEST IN THEM? TYPES OF MLPs INFORMATION RESOURCES http://www.naptp.org

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