Midstream Leans Into AI Data Center Boom

Published on September 28, 2025

The rapid growth of artificial intelligence (AI) is fueling a massive buildout of power-intensive data centers, creating a significant new source of domestic energy demand.

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Midstream/MLP Free Cash Flow Yields Still Strong

September 27, 2025
For years, midstream companies have generated significant free cash flow (FCF), which has differentiated them from the broader market. With balance sheets in good shape, excess cash has been used to reward shareholders with dividend growth and opportunistic equity repurchases

Private Credit ETFs: Simplifying the Case

September 28, 2025
Private credit isn’t necessarily new to retail investors. In fact, closed-end funds (CEFs) and business development companies (BDCs) have been giving everyday investors access to private loans and middle-market financing for years (see my previous note here). What is changing now is the scale and accessibility.