Why Larry Summers sees danger ahead for the economy - The Washington Post
I'm not a big fan of Larry Summers more on style points as he comes off as pedantic and long winded but I have to admit he makes a lot of sense here. There is a big difference in investing between…
Has Oil Bottomed? America's most successful oil man thinks so
Has Oil Bottomed? Continental Resources Thinks So By Ben Levisohn When Continental Resources CLR revealed that it had cashed in its hedges on the price of oil–earning $433 million in the process–it…
Portfolio Holdings 11-6-14
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3rd Quarter 2014 Partner Letter
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Portfolio Holdings 10-17-14
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The contrarian view in the oil patch is hard to come by these days, here's mine
It's hard to find the contrarian view in the oil patch these days but some of our contrarian observations are: A barrel of oil is worth far more in the U.S. than in other parts of the world. The U.S…
Merrill Lynch is the cause of the Ebola economic panic, written by a lawyer not even a healthcare worker!
I think Merrill Lynch is the main cause of the global economic panic about Ebola. They published this report 10-3-14 on Ebola front page as part of their big global strategy update. Note the…
Is there more downside risk? Insiders will soon provide the answer
I spent a little while today calling clients and calming nerves. If you didn't get a call from me today, you will tomorrow. Most of our clients are not too nervous and that could be a bad sign as…
U.S. stocks slide allows short sellers to smile again | Reuters
Reuters - The stock markets long-suffering short sellers finally have something to smile about. Investors who make a living betting that stock prices will fall are in a position to profit…
Crude oil in free fall creates long term buying opportunity
I think the sharp drop in crude and the decline in some US centric shale plays creates a buying opportunity. We bought Anadarko, Apache, Continental Resources, EOG, a little Chesapeake and quite a…