Infrastructure Capital Advisors (InfraCap or ICA)
@InfraCap
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Infrastructure Capital Advisors, LLC (ICA) is an SEC-registered investment adviser managing a number of ETFs & hedge funds. Launched in 2012 and located in NYC.
New York City, NY
Joined September 2022
Why the 10-Year Treasury Yield Is Stuck Near 4% Despite Elevated Inflation Read here: https://t.co/OgGBvX9Umu
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Midstream’s Pivot to Natural Gas: Why Gas-Focused MLPs Could Outperform Read here: https://t.co/QlGJLeq4LX
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Domestic Tailwinds & Reshoring: Why Small-Caps Could Win the Next Wave Read here: https://t.co/KqdkEsEA2b
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Why hasn’t the U.S. fallen into recession? Housing is far less cyclical today. Starts have averaged just 1.1M since the GFC, creating a ~4M home shortage. The “Hatfield Rule” signals recession if starts fall below 1.1M. Source: Infrastructure Capital
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Employment growth has stalled: ~22k average monthly jobs over 4 months, zero growth in the employer survey for 7 months, and 850k jobs lost in the household survey. In other words, the labor market continues to show signs of weakness. Source: Infrastructure Capital
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Our S&P 500 targets: 7,000 for 2025 and 7,900 for 2026, supported by AI adoption, visibility on rate cuts, and low corporate tax rates. Mag 8 valuations are fair, not bubbly, at least not yet. Source: Infrastructure Capital
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About 70M U.S. households and round-the-clock power plants rely on natural gas. That structural demand underpins midstream revenues, allowing gas-focused operators to generate free cash flow and de-lever even during energy downturns. Source: Infrastructure Capital
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Reshoring momentum is creating powerful tailwinds for small-caps. Semiconductor plants, materials facilities, and infrastructure projects rely on thousands of smaller contractors and suppliers, linking industrial revival to small-business growth. Source: Infrastructure Capital
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Nearly three-quarters of North American midstream assets now revolve around natural gas. Coal-to-gas switching, renewables integration, and power-hungry industries like data centers all reinforce long-term demand. Source: Infrastructure Capital
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Valuations tell a compelling story: small-caps trade at a deep discount to large-caps after years of underperformance. If the U.S. economy stays firm, history suggests plenty of room for a catch-up cycle. Source: Infrastructure Capital
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Post-earnings season volatility is nothing unusual. With the S&P 500 sitting above key technical support at 6,700 and 6,550, we see this pullback as routine, not a trend reversal. Source: Infrastructure Capital | StockCharts
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The recent tech weakness highlights why diversification matters. Income-focused strategies have been outperforming during the sell-off, reinforcing the value of balanced portfolios. Source: Infrastructure Capital
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The Global Monetary Base has contracted 2.8% YoY, while the money supply has decreased 6.5% over the past 3 years; hardly the backdrop for sustained inflation. Recent CPI core at 0.2% reinforces that price acceleration continues to cool. Source: Infrastructure Capital | TE
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We expect the Global Monetary Base to stabilize in the coming quarter and begin growing in 1H’26 as the ECB and PBOC are compelled to ease policy amid slowing global growth. Source: Infrastructure Capital
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Customers can now browse, finance, and purchase Ford Blue Advantage certified pre-owned vehicles on Amazon from select dealerships. Source: Amazon
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KKR is providing $750 million to Chandra Asri Group to support its acquisition of Exxon Mobil Corp’s Esso-branded retail fuel stations in Singapore. Exxon currently has 59 Esso-brand filling stations in the city-state. Source: Bloomberg
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Looking ahead, we expect an AI bubble within the next three years. For long-term investors, today’s valuations offer a significant opportunity before that phase begins. Source: Infrastructure Capital
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KKR will buy upwards of $75.4 billion of PayPal’s European Buy Now Pay Later (BNPL) loans. The agreement builds upon an existing deal announced in 2023, under which KKR’s credit funds and accounts have been purchasing most of PayPal’s European BNPL receivables. Source: CTV
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Despite the headline noise, Global Monetary Base data shows a clear trend: monetary contraction is easing, inflation is moderating, and central banks will soon be forced to pivot. Source: Infrastructure Capital
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The auto credit space is under stress as defaults rise under tight Fed policy. However, with a leadership change expected at the Fed next year, we anticipate conditions to ease. Source: Infrastructure Capital
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