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Up For 2016: Tech Bust and Energy Boom
My turn for predictions. This year two major market trends should complete their current cycles: the tech boom and…
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La Grande Illusion Of Investing To Save The Planet
The effusive Parisian toasts to a future of clean energy largely got a characteristic New
York response on Wall Street:… -
Joel Moser on Shenzhen: The Next Hong Kong
In CEO Joel Moser’s first visit to Shenzhen, he saw many parallels to the early days of development of…
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Where To Invest In Energy Now
Energy stocks are probably undervalued right now due to an overcorrection from the fall of oil prices. The selloff…
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Why Oil Is Not Like Tobacco
The recent disclosure that the NY Attorney General has begun an investigation of Exxon Mobil over whether it misled…
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Who Killed The Keystone Pipeline – And Why Nobody Cares
Here’s the headline story: the backers of the Keystone XL pipeline, TransCanada, withdrew their application just ahead of an…
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Is Now The Time To Buy Energy Stocks?
Morgan Stanley has just gone soft on energy, downgrading the sector from its bullish call earlier this year, following…
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Exclusive: Aquamarine Beats $1Bn Target for Debut Fund
“For the past year, our whole focus has been to build the investor relationships with the LPs that enter…
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Real Assets Never Go Out of Style
The summer of 2015 brought volatility to global stock and commodity markets as investors went from being in mad…
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5 Reasons We Love
the BronxIn Bronx, a revitalization is happening. Bronx has every bit of the same characteristics as Brooklyn had pre-gentrification. It’s…
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Aquamarine Investment Partners debut fund draws $500 mln with backing from Asia family office
Aquamarine Investment Partners, a one-year-old firm founded by long-time sponsor lawyer Joel Moser, is about…
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Why Investors and Landlords Still Find Rent-Regulation Attractive
It’s one of those things that landlords and real estate investors like to expend many hours complaining about: rent…