from Breakingviews:

Solar upstarts and utilities head for uneasy truce

December 16, 2014

By Kevin Allison

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Global Markets Forum Dashboard:

Hedge fund pool shrinks as assets grow, clients still bet on alpha – Steinbrugge

December 11, 2014

The hedge fund industry is on track to finish out the year both with record assets and a huge chunk of fund closures. Of the 240 funds launched in the third quarter 200 were liquidated, according to data from Hedge Fund Research. Year-to-date through September's end, there were 814 launches and 661 liquidations, HFR data showed.

from Global Markets Forum Dashboard:

Sell, baby, sell: Sinking oil prices among global headwinds into 2015: Canadian fund manager, US economist

December 10, 2014

The rout in oil will have wider reaching consequences yet.

The Organization of Petroleum Exporting Countries’ decision not to cut production amid slowing demand coupled with large increases in U.S. oil output has skimmed some $40 off a barrel of oil inside of five months.

from Morning Bid with David Gaffen:

Sapping Energy

December 9, 2014

Don't expect the selling in the energy sector to end anytime soon. With tax loss selling dominating the rest of the month, the energy stocks, which have been the worst performer this year in the Standard & Poor's 500, are slated to perhaps lose even more ground. That's particularly true as the price of oil continues to decline. (We are right now eagerly awaiting the moment when the Russian rouble crosses the price of oil, an occurrence that would've seemed unfathomable even just two months ago.)

from Morning Bid with David Gaffen:

The Energy-Industrial Complex

December 8, 2014

The next few weeks will bring a few analyst meetings out of some of the bigger industrial companies, including Dover Corp. The company is expected to hold a confab Monday to discuss where things stand this year, particularly as it has a 36 percent exposure to the energy industry through businesses that produce equipment for the gas and oil extraction industries - pumps and other such equipment.

from Breakingviews:

E.ON’s “bad power” spinoff promises little upside

December 1, 2014

By Olaf Storbeck

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Morning Bid with David Gaffen:

The Oil Conundrum

December 1, 2014

There's a real question right now about whether the sharp decline in oil prices will continue to have a 'rising tide' effect on the rest of the economy, thanks to the help it gives to consumer spending, or whether that marginal benefit is offset by a drop in oil production and mining jobs.

from Global Markets Forum Dashboard:

OPEC’s edginess pushes U.S. shale revolution ahead of U.S. shopping holiday

November 28, 2014

The shale oil boom in the U.S. may top media headlines over the holiday shopping blitz this day after Thanksgiving in the U.S.

from Breakingviews:

Baker Hughes wins tactical $35 bln battle

November 17, 2014

By Kevin Allison

The author is a Reuters Breakingviews columnist. The opinions expressed are his own. 

from Breakingviews:

Halliburton can stump up $30 bln for Baker Hughes

November 14, 2014

By Kevin Allison

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.