Tag: energy

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 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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“James Bond’s” Predictions for 2014…and Beyond

I first met Joe in Mongolia last year. He is one of the most fascinating men I’ve had the pleasure of meeting. A spook from the cold war with stories that would not be out of place in any spy novel. Truth truly is stranger than fiction. This is not

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Investing in the World’s Longest-Running Civil War

Burma has been in an almost perpetual state of civil war since 1949. Human rights violations, brutal oppression against a mostly un-armed populace, child trafficking, and living conditions I would not subject a dog to (a central banker yes… a dog no) have been synonymous with Burma since its independence

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How to safely play the Tunisian crisis

On the 14th of January, 2011 President Zine El Abidine Ben Ali fled Tunisia amidst violent protests. This scene has played out across the world more times than I care to mention, and I would like to point out a couple of things. Firstly, it is and always will be

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