Browsing: coal

Posts Tagged ‘ coal ’

More about Arch Coal and the Dusty Trail Ahead

Jan 24th, 2016 | Filed under: Newly Added, Commodities, Investing in Commodities, Socially responsible investing, Commodities, Commodities: Examples, Energy, SRI and Clean Energy, Other Topics in A.I.

I wrote here last week about the demise of Arch Coal.  I was reminded of the incompleteness of my treatment there by the commenters on that piece, and I’ve been reminded again by subsequent developments. More then: in December 2013 Arch made a tender offer for its $600 million ofRead More


Commodities: Catching a Falling Knife on the High Seas

Jan 5th, 2016 | Filed under: Newly Added, Equity Hedge Funds, Hedge Funds, oil, Commodities, Commodities: Examples, Energy

The problem with a Star Bulk play or with analogous plays in the equity of dry bulk shippers is that the bottom of this bargain basement may not yet have been found. The problem behind the problem is China, which has fallen out of love with imported coal. Read More


Twitter for Geriatric (over 35) Investment Managers

Mar 4th, 2015 | Filed under: Alpha Strategies

Doug Friedenberg takes a look at Twitter as a random news generator on subjects close to the hearts of portfolio managers, and finds it invaluable for the information just beginning to enter your known universe. Read More