Slump in Oil Prices Brings Pressure, and Investment Opportunity - NYTimes.com

“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

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

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A Contrarian View on Natural Gas- will efficiency in drilling trump reduction in rig count?

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

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

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Saudi prince: $100-a-barrel oil never again

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

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?

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

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…