Quandl Blog: Alternative Data – The Newest Trend in Financial Data

Date of Source: 12 Apr 2016

Summary:
As quants, we’re all aware that every model has a shelf-life… a similar pattern applies to the world of data. Rare, unique and proprietary data eventually diffuses and becomes commonplace, easily available, edgeless data. The best analysts constantly reinvent their models, to avoid their inevitable obsolescence. Today, they’re venturing into the world of alternative data as a new source of alpha. […]

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MIT Energy Initiative: Venture Capital and Cleantech — The Wrong Model for Clean Energy Innovation

Date of Source: 01 Jul 2016

Summary:
Venture capital (VC) firms spent over $25 billion funding clean energy technology (cleantech) start-ups from 2006 to 2011 and lost over half their money; as a result, funding has dried up in the cleantech sector… We conclude that the VC model is broken for the cleantech sector, which suffers especially from a dearth of large corporations willing to invest in innovation… If a new and more diverse set of actors avoids the mistakes of the cleantech VC boom and bust, then they may be able to support a new generation of cleantech companies. […]

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Motley Fool: 5 Point Checklist for Investing in Big Oil

Date of Source: 26 Jun 2016

Summary:
In the stormy seas of the energy market, Big Oil companies have been one of the few beacons of stability. As oil prices declined more than half over the past couple of years, companies with exposure to every facet of the oil and gas value chain saw declines ranging from 10% to 30%. To some, this stability and the traditionally generous dividends have made for a compelling investment thesis, but actually getting to know and understand the complex world of Big Oil companies is far from simple. […]

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IHS Markit Blog: The emerging technology of re-fracturing horizontal wells

Date of Source: 10 Jan 2017

Summary:
As fractured horizontal wells which sparked the American Energy Renaissance rapidly deplete, technologies such as refracturing will be needed to extract more of the original hydrocarbons in place from low permeability reservoirs. If the method is broadly applicable and successful, it is likely to prolong the energy boom a while longer. The author’s geological simulations of refracturing suggest that recovery factors could double in many already prolific North American shale plays. […]

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OilPrice.com: Japan Is Aggressively Buying Up Oil And Gas Around The World

Date of Source: 24 Nov 2016

Summary:
Yes, energy prices are depressed right now. But not everyone sees that as a negative. In fact, private equity funds are still raising record amounts of capital for energy investments — with managers and investors alike seeing the current downturn as a prime time to pick up good assets for cheap. […]

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