Seadrill Partners' unit price has gotten hit by one recent trend and two recent event. None of these fundamentally alter the company's position or investment potential. Thus, the company's units could offer an interesting opportunity for investors at their current level.

Golar LNG ("Golar" or the "Company") reports a second quarter 2014 ("second quarter") net loss of USD $24.2 million (including a non-cash loss of $13.6 million on interest rate swaps).

September E-mini S&Ps (ESU14 +0.15%) this morning are up +0.10% on the prospects for a strong U.S. Jul durable goods orders report later this morning, while European stocks are up +0.18% on optimism a resolution to the conflict in Ukraine can be found.

One of the major expected drivers of MLP growth over the coming decade will revolve around the US natural gas story. In the past five years, natural gas production in the US has grown by 11.4 billion cubic feet per day (Bcfd) — a gain of more than 20%.

Over the weekend we reported that even Goldman has now highlighted what has been clear to most, but certainly not the Fed, for quite some time: stocks are in such an epic bubble, with many of the key valuation metrics notably EV/sales, off the charts and at all time highs, that even Goldman's own clients are asking "When does the party end?"