Browsing: energy

Posts Tagged ‘ energy ’

ESG Issues: The Material and the Immaterial

Jul 12th, 2016 | Filed under: Allocating to A.I., Alternative energy, Benchmarking & Performance Attribution, Newly Added, Other Topics in A.I., Socially responsible investing, SRI and Clean Energy

Activists pressing for corporate change on environmental, social, and governance issues often focus on issues that are, from the point of view of firm valuation, immaterial. Three scholars associated with the Harvard Business School recently quantified the materiality versus immateriality of shareholder proposals on ESG topics and discussed some ofRead More


Proposed Reg AT: Comments Pile Up at the CFTC

Mar 22nd, 2016 | Filed under: Commodities, Commodities, Commodities: Examples, Energy, Newly Added, oil, Regulatory Environment, The A.I. Industry

The CFTC received a last-minute pile-up of comments on proposed rule 80 FR 78824, on automated trading. The commenters generally are not in a mood to pat the agency on its intangible back and congratulate it on a job well done. Quite the contrary. The notice of proposed rule-making (NPRM)Read More


Arch Coal: Another One Bites the Coal Dust.

Jan 13th, 2016 | Filed under: Alternative energy, Commodities, Commodities, Commodities: Examples, Energy, Investing in Commodities, Newly Added, Other Topics in A.I., SRI and Clean Energy

Arch Coal, one of the biggest coal companies in The United States, entered Chapter 11 Monday morning, Jan 11. A prominent law firm, Davis Polk & Wardwell, will be taking it through the process, as will financial advisor PJT Partners. Arch (NYSE:ACI) hit its recent high stock price on AugustRead More


Commodities: Catching a Falling Knife on the High Seas

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

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


The End of the Oil Major?

Oct 21st, 2015 | Filed under: Business News, Commodities: Examples, oil

The latest industry reports indicate that oil majors’ spending on exploration and development projects will drop by at least half, casting doubt over near-term future discoveries.Read More


Low Energy Prices: Crude and Refined Consequences

Jan 21st, 2015 | Filed under: Currencies, Hedge Fund Industry Trends, Hedge Fund Strategies, Indexes

Eurekahedge tells us that hedge funds were in the black 4.57% in 2014. That's hardly cause for celebration, since the MSCI World Index returned 6.79% over the same year. But all eyes now turn to the still-sliding price of oil. Read More


Old-Line Oil and Coal are Techno and Exciting These Days

Oct 1st, 2014 | Filed under: Alternative energy, Energy, Venture capital

Revolution is underway in the energy world. For investors, one of the most unexpected facts about this revolution is that it permeates precisely those portions of the energy sector long thought sleepy and conventional: the fossil fuels. Read More