Kevin Kaiser

Energy Sector Head at @Hedgeye Risk Management. “I’m the guy who does his job, you must be the other guy.” Twitter: @HedgeyeEnergy. www.Hedgeye.com

Most recommended

$BPT NAV Update: A $1 Bill Selling for $2

An Update to our Negative $BPT Thesis

Kevin Kaiser3 min read

PEY: “1,000 Times Over”

Darren Gee, President and CEO of Peyto Exploration (PEY.to), reflects back on drilling 1,000 wells in Alberta’s Deep Basin:

Kevin Kaiser2 min read

MLP GPs & Ayn Rand

Do MLP General Partners sleep well at night?

Kevin Kaiser1 min read

“Before There Was Enron, There Was Insull”

From a review of John Wasik’s The Merchant of Power, a biography of Samuel Insull: “LONG before Enron, a young Chicago financier began…

Kevin Kaiser1 min read

Recommended by Kevin Kaiser

$BPT NAV Update: A $1 Bill Selling for $2

An Update to our Negative $BPT Thesis

Kevin Kaiser3 min read

LP/GP Tension: KMP Investor Sues KMI

What if an investor in a huge, high-profile hedge fund — say, Bridgewater or Paulson & Co.

Kevin Kaiser3 min read

Darden’s Discounting is a Stage-2 Panic Condition

Discounting is a drug not a solution to a problem.

Howard Penney2 min read