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EUROPE’S ENERGY CRISIS IS KEEPING ENERGY PRICES HIGH
America leads the world in oil and gas production. We believe midstream energy infrastructure offers predictable cash flows to investors.
The € is Becoming a Funding Currency
I spent a few days in London last week, meeting with investors and discussing my book. I also managed three separate TV appearances. I can tell you that if the € sovereign debt crisis appears to dominate the news in the U.S., it is an all-consuming obsession for the financial media in the UK. It […]
The Hedge Fund Debate
I spent a most enjoyable lunchtime at a roundtable sponsored by the Centre for the Study of Financial Innovation (CSFI). The topic of debate was my book, and more specifically my assertions that hedge fund investors have not done very well. It was a spirited and informed debate, with lively interchange among the participants. Hopefully […]
Debating Hedge Funds in London
I have arrived in London and am therefore physically closer to the Eurozone crisis than normal. Tomorrow I’ll be spending a lot of time promoting my book – Bloomberg at 7am, a roundtable debate at the Center for the Study of Financial Innovation over lunch and Jeff Randall on Sky in the evening. Hedge funds […]
The EU Treats the Addict not the Dealer
Betting against a crisis is almost always the right approach. If you invest without leverage, you’re afforded the luxury of waiting to see how events play out without caring too much about the path equity prices take. It might very well be that the latest round of negotiations will result in the ultimately more stable […]
Hedge Funds Challenge the Faithful
Many years ago, when hedge funds managed far fewer assets and returns were generally good, they were described as Absolute Return strategies. Perhaps the best industry magazine covering the sector is called AR Magazine. An Absolute Return suggests that it should be positive in most circumstances, which to most people sounds like an attractive proposition. […]