Kevin Kaiser – Medium

Kevin Kaiser

Kevin Kaiser

Trucking CEO Is Out of Touch

Looking 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, 2017

Dec 16, 2017

Kevin Kaiser

Behind 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, 2015

Apr 22, 2015

Kevin Kaiser

$PEY Comment on Counter-Cyclical E&P Investing

Very few E&P managers run their businesses like Darren Gee of Peyto Exploration (PEY.to) does.

Mar 12, 2015

Mar 12, 2015

Kevin Kaiser

One 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, 2015

Jan 31, 2015

Kevin Kaiser

Positioning for Fire

On Friday 12/19 I pinch hit on our Macro Team and penned the “Early Look,” which I’ve posted below.

Dec 28, 2014

Positioning for Fire

Dec 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, 2014

Nov 13, 2014

Kevin Kaiser

ARP Almost Made Money This Q

This makes 11 straight quarters that Atlas Resource Partners LP (ARP) has reported a net loss. That might be an MLP record… Bravo!

Nov 11, 2014

ARP Almost Made Money This Q

Nov 11, 2014

Kevin Kaiser

Pipeline Depreciation “Is Real”

Twitter is starting to bore me, I figure I’ll use the blog more often…

Nov 10, 2014

Nov 10, 2014

Kevin Kaiser

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:

Sep 3, 2014

Sep 3, 2014

Kevin Kaiser

Jim Chanos on Short-Selling

This 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, 2014

Aug 18, 2014

Kevin Kaiser

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

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