Bloomberg TV invited me back on this morning – the sorry results of hedge fund investors are just too incredible to be believed and so they asked to produce a chart illustrating how fees have been split. It turns out that if you calculate how much money hedge funds generated BEFORE fees from 1998-2010, and […]
To make any money in natural gas E&P stocks you need to look carefully at balance sheets and production costs. Natural gas prices have been collapsing because of oversupply and a mild winter. The success of shale drilling is hurting many natural gas E&P companies whose activities have led to an abundance of cheap gas. […]
The Euro has been a good hedge on a portfolio of long stock recently. Equities are attractively valued for a long-term investment; the equity risk premium remains high. But who can think about investing in stocks for the long run and shunning bonds when the Euro sovereign debt crisis rolls on. For us, the solution was […]
Today’s interview on Canada’s Business News Network.
Natural Gas prices have been declining for years. The shale gas boom has been great for servicers and consumers, but drillers have been producing so much natural gas that they’re almost giving it away. The Wall Street Journal has an article highlighting the steady increase in domestic production (up around 50% since 2005) and the […]