At T&T Capital Management we have invested in some high yielding bonds from Exco Resources (XCO).  Exco is struggling with extremely low natural gas prices but they have some very valuable assets such as their one-half stake in TGGT, which is a pipeline company.  By selling the pipeline and using the cash to pay down...Read More

One of my favorite investors Wilbur Ross, was on CNBC this morning.  He discussed the dangers of long term bonds, the long term outlook for natural gas, and he talks about the banking sector as well.  Ross has a fairly large position in the natural gas company Exco Resources (XCO) which he is down on...Read More