Year: 2015

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Global Trends
Chris MacIntosh

Is Trouble Brewing in the Electricity Market?

After the series of articles discussing the shale oil industry I received a lot of feedback discussing both shale oil and energy in general, including the following from a reader discussing electricity in Europe: Chris, Here’s the puzzle I am trying to figure out: Will there be mean reversion with regards

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Security
Financial Markets
Chris MacIntosh

Q&A: Is China About to Impose Capital Controls?

Let’s look at a couple of questions from the readers today, shall we? Hi Chris, I love your sharing of thoughts. Really insightful and though you may not realise it, you’ve helped me a lot. I’m an entrepreneur running flat out. I’m juggling so many things, some inevitably fall through

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Global Trends
Chris MacIntosh

Desperate Times Call for Absurdity

As a child I remember listening to adult conversations and a never ending fascination with the weather. Was it going to be sunny, raining, hot, cold? For how long? Weather forecasts may as well have been penned by J.R.R Tolkien. A work of pure fiction as they bore no resemblance

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Oil Wells
Financial Markets
Chris MacIntosh

Letters From a Hedge Fund Manager – Part V

As the housing boom of the 2000’s minted new millionaires every second Tuesday. So, too, the shale oil boom minted wealth faster than McDonald’s mints new diabetics. Estimates by the UND Center for Innovation Foundation in Grand Forks, are that the North Dakota shale oil boom was creating 2,000 millionaires

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Letters from a Hedge Fund Manager – Part IV

In today’s penultimate piece on shale oil (you can catch up on the previous letters here: Part I, Part II, and Part III), Harris talks about the role of central bankers of the world in the current energy bloodbath. Enjoy! [hr] Date: 20 January 2015 Subject: There Will Be Blood – Part

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Letters From a Hedge Fund Manager – Part III

Earlier last week we introduced you to the first part of a missive on shale oil by my friend Harris Kupperman. We followed that up with Part II where Harris dug deeper into some of the numbers in this sector – numbers which should be enough to bring terror into the

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Letters From a Hedge Fund Manager – Part II

Following right along from “Letters from a Hedge Fund Manager – Part I”, today we have “part deux” as a follow up for you… [hr] Date: 10 December 2014 Subject: There Will Be Blood – Part II Let me be clear: I am no expert on shale wells. I’m not

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Letters From a Hedge Fund Manager – Part I

Humans are hardwired to take things to extremes. Take junk food, for example; here is something that could be a nice treat every once in a while, and we go and scoff so much of it that we’ve turned diabetes into a national sport. And then we have shampoo. I

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