Slump in Oil Prices Brings Pressure, and Investment Opportunity - NYTimes.com
February 2, 2015The Insider Report
“The single best opportunity to invest is distressed debt in energy,” David M. Rubenstein, co-founder of the Carlyle Group, said in January at the World Economic Forum in Davos, Switzerland. Mr.…
U.S. consumer spending weakest since 2009, inflation muted
February 2, 2015The Insider Report
REUTERS — 8:33 AM ET 02/02/15WASHINGTON, Feb 2 (Reuters) - U.S. consumer spending recorded its biggest decline since late 2009 in December, with households appearing to save the extra cash from…
Portfolio Holdings 1/30/15
January 30, 2015The Insider Report
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A Contrarian View on Natural Gas- will efficiency in drilling trump reduction in rig count?
January 25, 2015XCO,CHK,REXX,SWN,XONThe Insider Report
Just how much natural gas is available in the U.S. market is a subject of intense analysis and controversial debate. In December, the prestigious scientific journal, Nature published an article,…
Smith Nephew Stryker Combination $SNN $SYK
January 15, 2015The Insider Report
Smith & Nephew Surges as Stryker Said to Plan Offer ... www.bloomberg.com/.../stryker-said-to-plan-takeover-bi... Bloomberg L.P. Dec 24, 2014 - Smith & Nephew Plc rose in London…
Portfolio Holdings 1/12/15
January 12, 2015The Insider Report
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Saudi prince: $100-a-barrel oil never again
January 11, 2015The Insider Report
Maria Bartiromo for USA TODAY Saudi billionaire businessman Prince Alwaleed bin Talal told me we will not see $100-a-barrel oil again. The plunge in oil prices has been one of the biggest stories of…
Entire oil complex slips into contango for first time since 2009
January 9, 2015The Insider Report
This is a very encouraging report for oil bulls. I think once you get the big earnings revisions coming this quarter, the group could be selectively bought. The market might be discounting this…
US Bank Oil Exposure - just who are the counter-parties?
January 6, 2015The Insider Report
Bank Analyst Explains How We Should Think About Wall Street's Exposure To The Oil Crash Today the financial sector particularly big banks was hit hard. In fact it was the worst performing sector,…
U.S. Stocks Tumble Along With Oil Prices - WSJ
January 5, 2015The Insider Report
I'm more worried about the surging dollar than the crumbling price of oil for U.S. multinationals. The Dow industrials tumbled more than 300 points Monday, kicking off the new year on a sour note as…