Archive for the ‘Energy’ Category

Alternative Credit Goes Mainstream; BlackRock and Blackstone Compete

June 25, 2014

Chidem Kurdas

A long-time investment consultant to pensions and more recently sovereign wealth (more…)

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Chanos Long and Short Energy

May 20, 2014

Chidem Kurdas

Prominent short-seller James Chanos (more…)

Energy Renaissance Fuels Midstream Partnerships

May 6, 2014

Chidem Kurdas

Where is the investors’ sweet spot in the fast-changing (more…)

Goldman Energy Sweet Spot and Risks

July 8, 2013

A train carrying crude oil derailed and exploded this past Saturday, killing a significant number of people in a Canadian town. The police are investigating the incident, which is a reminder of the special risks (more…)

Blackstone Energy Prospects Remain Bright

January 31, 2013

Chidem Kurdas

After years of investing in energy through a variety of strategies, Blackstone chief Stephen Schwarzman (more…)

Quant Traders’ Contrarian Bullish Bets

November 14, 2012

Chidem Kurdas

Quantitative models sometimes come up with trades that go against the flow. Case in point: bullish bets on (more…)

Cooperman Contrarian Gas Strategy

February 3, 2012

Natural gas prices are fluctuating around 10-year lows. America has such a big surplus in natural gas that some producers, notably Chesapeake Energy, have reduced production.  So Omega Advisors’ (more…)

Shipping Races Against Time

September 26, 2011

Global slowdown is another blow to  shipping, still suffering from the downturn caused by the Great Recession. On the other hand, investors are attracted by low prices and see opportunities in the industry’s expected consolidation. Some hedge funds look to get into deals while others seek distressed assets.

Analysts discussed the prospects at a Capital Link Forum (more…)

Energy Derivatives Trends Point Upward

September 9, 2011

Chidem Kurdas

Market changes suggest increasing demand for energy derivatives. This is implied by four developments, discussed at a Capital Link Forum by Nicholas Dazzo of Koch Supply and Trading, a trading house that is part of privately-held giant Koch Industries Inc. (more…)

Falcone Sells Natural Gas Stock

August 2, 2011

Chidem Kurdas

Looks like Philip Falcone reversed course on Crosstex Energy, a natural gas producer and distributor. His Harbinger funds have been selling Crosstex shares since late July. This is surprising because in May he reportedly said at a conference that he liked Crosstex. (more…)