Kevin KaiserTrucking CEO Is Out of TouchLooking for frauds, I did a quick search of oil and gas companies that have recently used the words “Bitcoin” or “blockchain” in their…Dec 16, 2017Dec 16, 2017
Kevin KaiserBehind the Scenes on an MLP “Drop Down”If you don’t know how MLP “drop downs” really work, give this Opinion a read. Judge Lastor rips the financial advisor — Tudor, Pickering…Apr 22, 2015Apr 22, 2015
Kevin Kaiser$PEY Comment on Counter-Cyclical E&P InvestingVery few E&P managers run their businesses like Darren Gee of Peyto Exploration (PEY.to) does.Mar 12, 2015Mar 12, 2015
Kevin KaiserOne Very Nervous Energy Exec Says…You may be bearish on the US oil and gas industry, but there’s no way you’re as bearish as the CEO of Carbo Ceramics (CRR), Gary Kolstad…Jan 31, 2015Jan 31, 2015
Kevin KaiserPositioning for FireOn Friday 12/19 I pinch hit on our Macro Team and penned the “Early Look,” which I’ve posted below.Dec 28, 2014Dec 28, 2014
Kevin Kaiser“The house always wins”We wrote about these awful Atlas-sponsored (ARP, ATLS) private drilling partnerships back in May 2014.Nov 13, 2014Nov 13, 2014
Kevin KaiserARP Almost Made Money This QThis makes 11 straight quarters that Atlas Resource Partners LP (ARP) has reported a net loss. That might be an MLP record… Bravo!Nov 11, 2014Nov 11, 2014
Kevin KaiserPipeline Depreciation “Is Real”Twitter is starting to bore me, I figure I’ll use the blog more often…Nov 10, 2014Nov 10, 2014
Kevin KaiserPEY: “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:Sep 3, 2014Sep 3, 2014
Kevin KaiserJim Chanos on Short-SellingThis lengthy Jim Chanos interview, hosted by Barry Ritholtz, is well worth listening to. Here are a few of the best Chanos quotes I pulled…Aug 18, 2014Aug 18, 2014