top of page


INVESTMENT INSIGHTS


Preferred Stock Primer PLUS Key Benefits & Risks - Q2 2024 Update
What Are Preferred Stocks?
Preferred stocks (“preferreds") are hybrid equity securities with characteristics similar to debt ...

InfraCap Management
Jul 30, 20245 min read
90 views


Preferred Stock Market Place Summary - Q2 2024 Update
The following is updated performance information, data, and charts for preferred stocks through Q2 2024. Preferred stocks are hybrid ...

InfraCap Management
Jul 30, 20247 min read
131 views


Small Company Investing: Selecting Profitable vs. Unprofitable Companies
When constructing a portfolio, we believe it is important to select profitable companies as they tend to dramatically outperform ...

InfraCap Management
May 10, 20242 min read
170 views


Opportunity within REIT Preferreds
Most investors currently have a negative forecast for Real Estate Investment Trusts (“REITs”), we think it’s a great time to own preferred..

InfraCap Management
Aug 21, 20233 min read
668 views


ICA's Commentary: Energy Transfer LP (ET) to acquire Crestwood Equity Partners (CEQP)
With the Energy Transfer merger with Crestwood Equity, we expect the CEQP 9 ¼ convertible preferred to trade higher and yield closer to ,,,

InfraCap Management
Aug 16, 20234 min read
123 views


Publicly Traded Investment Vehicles: Refresher comparing ETFs, Mutual Funds, and CEFs
In this investing primer, we outline the differences and advantages of ETFs vs Mutual Funds and CEFs.

InfraCap Management
Jul 6, 20234 min read
70 views


Income Review: Preferred Stocks May Be Undervalued Relative to High Yield Bonds
Both preferred stocks and high yield bonds have experienced a decline in value (exchange listed price) during the Federal Reserve's ...

InfraCap Management
Jun 28, 20232 min read
543 views


The 2% Inflation Target is Arbitrary
We believe the 2% inflation target may have undesirable effects on nations as a whole and on certain demographics within (i.e., middle class

InfraCap Management
Jun 26, 20237 min read
940 views


June 2023 Market & Economic Outlook Report
We do not expect to see a rate cut until March of 2024 as this Fed is almost always a year behind in making the appropriate policy actions.

InfraCap Management
Jun 1, 20238 min read
976 views


ICA's Commentary: OneOK to Acquire Magellan Midstream Partners (MMP) Transaction Valued at $18.8 B
ONEOK (NYSE: OKE) announced on May 14th it is acquiring Magellan Midstream Partners, L.P. ICA weighs in with commentary.

InfraCap Management
May 15, 20236 min read
434 views


May 2023 Market & Economic Outlook Report
We expect the Fed to raise rates one more time in May and signal a pause. We remain bullish on the stock market in the second half of ...

InfraCap Management
May 2, 20239 min read
1,030 views


Arbitraging the Gap – Floating & Fixed-to-Floating Rate Preferred Stocks in 2023
Preferred Stocks, commonly referred to as hybrid securities, are fixed income instruments that generally offer investors high levels of ...

InfraCap Management
Apr 18, 20238 min read
961 views


April 2023 Market & Economic Outlook Report
We are forecasting that the job market will slow down this quarter, which should allow even this fundamentally flawed Fed to hold rates ...

InfraCap Management
Apr 10, 20238 min read
247 views


March 2023 Market & Economic Outlook Report
New York - March 2, 2023 ~ The team at Infrastructure Capital Advisors has completed our new report providing key insights on current...

InfraCap Management
Mar 3, 20239 min read
283 views


February 2023 Market & Economic Outlook Report
Highlights: "Core PCE YOY forecasted to decline below 3% in June" ... "Declining housing $$ from June 2022 expected to show in lagging BLS C

InfraCap Management
Jan 31, 20238 min read
422 views


Q4 2022 Update: Understanding Preferred Stocks PLUS Key Benefits & Risks
Preferred stocks (“preferreds") are hybrid equity securities with characteristics similar to debt instruments Like bonds and other fixed …

InfraCap Management
Jan 24, 20238 min read
1,625 views


NEW Market & Economic Outlook Report for January 2023
We believe that the US stock and bond markets have found a bottom and 2023 will be a strong year for stocks and bonds with gains of more ...

InfraCap Management
Jan 4, 20238 min read
478 views


New 2023 Market & Economic Outlook
We believe that the stock and bond markets have found a bottom and 2023 will be a strong year for stocks and bonds, with gains of more ...

InfraCap Management
Dec 12, 20228 min read
31 views


December 2022 Market & Economic Outlook Report
In our December 2022 report, we expect slow GDP growth in 2023, November CPI will be down slightly, the stock and bond markets have ...

InfraCap Management
Dec 2, 20228 min read
245 views


OCTOBER FOCUS: Midstream MLPs - Stocks in Early Stage of Upcycle
Midstream MLP stocks sold off recently, a startling turnabout after a rebound took sector prices to the highest level in almost two years. A

InfraCap Management
Oct 12, 20225 min read
674 views


Best Preferred Stock ETF's for Q4 2022:
See Investopedia's Top 3 Picks that Rose to the Top in Performance & Yields for Past Year. See original Investopedia article at...

InfraCap Management
Sep 6, 20224 min read
238 views


Midstream MLPs: Stocks in Early Stage of Upcycle
Midstream MLP stocks sold off recently, a startling turnabout after a rebound took sector prices to the highest level in almost two years.

InfraCap Management
Jul 13, 20225 min read
656 views


Preferred Stocks: A History of Drawdowns and Capital Recovery
Preferred stocks are an alternate source of income for investors focused on income, but there are times when the asset class has the ...

InfraCap Management
Aug 3, 20214 min read
813 views
See Other Top InfraCapStories and Reports


Claims and PPI Confirm Our StagDeflation Call
Unemployment claims, a critical leading indicator of the job market, increased with weekly claims up to 248k vs. expectations of 242k and continuing claims rising to 1,956k vs. expectations of 1,910k.


Cool CPI Validates Our Stag Deflation Call
Importantly, the deeply lagged shelter component finally decelerated with rent declining to .2% from .3% and owners equivalent rent declining to .3% from .4%.


PCE Validates our StagDeflation Call
PCE Core-R, adjusted to use market rents, is at the Fed’s arbitrarily low 2% target. We continue to think that tariffs will not have a material impact on inflation
bottom of page