Protected: Some InterOil rumors
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New Raymond James comment
Not a whole lot of news as we made most of these points already here but still some interesting tidbits.
Some implications from the Conoco/Origin deal
We posted earlier on this deal for Origin’s coal seam gas in Nothern Australia. Now some stylized facts, and some calculations to arrive at valuations for InterOil.
Are those new anti-naked short rules effective?
The short answer is, it all depends. Not everybody things the new crackdown will be effective. Some opinions..
Some implications of the new short rules
We try to make sense of them..
Summary of the new landscape
Levelling the playing field in rapid fashion. Let’s summarize.
Sec considering banning (temporarily) all short selling
You might remember that in the beginning of all the present troubles we wrote an article titled “Silver lining?” We could not have thought that the lining would be this […]
Hedge funds went one too far.
Long overdue, and only coming after the hedge funds went one too far. The article suggests a direct relationship between naked shorting of Morgan Stanley (and perhaps Goldman Sachs as […]
Leveling the playing field
Until now, one (but only one) of the stunning facts of financial markets in the US is that while funds have to make public their long positions (here is a […]
InterOil short squeeze? Part II
The details of the regulation were not clear when we wrote a little while ago. They are now. And they are good!