EUROPE’S ENERGY CRISIS IS KEEPING ENERGY PRICES AND INFLATION HIGH
America leads the world in oil and gas production. We believe midstream energy infrastructure offers predictable cash flows to investors..
Long Equities and Short The Euro Still Works
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 […]
Canada Hears About The Hedge Fund Mirage
Today’s interview on Canada’s Business News Network.
Looking Beyond $2.71 Natural Gas
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 […]
The Hedge Fund Mirage, #1 on Amazon UK's Professional Investments and Securities Bestseller List
http://www.amazon.co.uk/gp/bestsellers/books/268194/ref=pd_zg_hrsr_b_1_4_last
AIMA Defends Hedge Funds
The overall investment experience for hedge fund investors has been so abysmal that most industry professionals are sensibly keeping their heads down. There are great hedge funds to be sure, and happy clients, but the data shows indisputably that these are not the norm. Hedge fund managers themselves of course aren’t responsible for the industry, […]