http://ftalphaville.ft.com/blog FT Alphaville from FT.com Wed, 15 Feb 2012 01:16:15 +0000 en hourly 1 http://ftalphaville.ft.com/thecut/2012/02/14/880981/low-gas-prices-lead-chesapeake-into-12bn-asset-sale/ http://ftalphaville.ft.com/thecut/2012/02/14/880981/low-gas-prices-lead-chesapeake-into-12bn-asset-sale/#comments Tue, 14 Feb 2012 10:09:47 +0000 Joseph Cotterill http://ftalphaville.ft.com/blog/?p=880981 http://ftalphaville.ft.com/thecut/2012/02/14/880981/low-gas-prices-lead-chesapeake-into-12bn-asset-sale/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/14/880601/further-reading-957/ http://ftalphaville.ft.com/blog/2012/02/14/880601/further-reading-957/#comments Tue, 14 Feb 2012 07:55:57 +0000 Izabella Kaminska http://ftalphaville.ft.com/blog/?p=880601
- It’s deflation and inflation.

- Why art isn’t a commodity.

- Everyone loves VXX options.

- Understanding the great trade collapse of 2008-2009....]]> http://ftalphaville.ft.com/blog/2012/02/14/880601/further-reading-957/feed/ 0 http://ftalphaville.ft.com/thecut/2012/02/14/880111/overnight-markets-down-195/ http://ftalphaville.ft.com/thecut/2012/02/14/880111/overnight-markets-down-195/#comments Tue, 14 Feb 2012 05:04:17 +0000 Kate Mackenzie http://ftalphaville.ft.com/blog/?p=880111 http://ftalphaville.ft.com/thecut/2012/02/14/880111/overnight-markets-down-195/feed/ 0 http://ftalphaville.ft.com/thecut/2012/02/14/880081/chesapeake-plans-12bn-in-asset-sales/ http://ftalphaville.ft.com/thecut/2012/02/14/880081/chesapeake-plans-12bn-in-asset-sales/#comments Tue, 14 Feb 2012 03:07:17 +0000 Kate Mackenzie http://ftalphaville.ft.com/blog/?p=880081 http://ftalphaville.ft.com/thecut/2012/02/14/880081/chesapeake-plans-12bn-in-asset-sales/feed/ 0 http://ftalphaville.ft.com/thecut/2012/02/13/878791/oil-rush-for-private-equity/ http://ftalphaville.ft.com/thecut/2012/02/13/878791/oil-rush-for-private-equity/#comments Mon, 13 Feb 2012 10:00:04 +0000 Joseph Cotterill http://ftalphaville.ft.com/blog/?p=878791 http://ftalphaville.ft.com/thecut/2012/02/13/878791/oil-rush-for-private-equity/feed/ 0 http://ftalphaville.ft.com/thecut/2012/02/13/878351/overnight-markets-up-217/ http://ftalphaville.ft.com/thecut/2012/02/13/878351/overnight-markets-up-217/#comments Mon, 13 Feb 2012 05:26:59 +0000 Kate Mackenzie http://ftalphaville.ft.com/blog/?p=878351 http://ftalphaville.ft.com/thecut/2012/02/13/878351/overnight-markets-up-217/feed/ 0 http://ftalphaville.ft.com/thecut/2012/02/10/877131/warning-sign-over-chinese-imports/ http://ftalphaville.ft.com/thecut/2012/02/10/877131/warning-sign-over-chinese-imports/#comments Fri, 10 Feb 2012 10:22:24 +0000 Joseph Cotterill http://ftalphaville.ft.com/blog/?p=877131 http://ftalphaville.ft.com/thecut/2012/02/10/877131/warning-sign-over-chinese-imports/feed/ 0 http://ftalphaville.ft.com/thecut/2012/02/10/876721/overnight-markets-down-194/ http://ftalphaville.ft.com/thecut/2012/02/10/876721/overnight-markets-down-194/#comments Fri, 10 Feb 2012 04:34:07 +0000 Kate Mackenzie http://ftalphaville.ft.com/blog/?p=876721 http://ftalphaville.ft.com/thecut/2012/02/10/876721/overnight-markets-down-194/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/09/874851/further-reading-954/ http://ftalphaville.ft.com/blog/2012/02/09/874851/further-reading-954/#comments Thu, 09 Feb 2012 08:15:58 +0000 Joseph Cotterill http://ftalphaville.ft.com/blog/?p=874851
- No, banks shouldn’t be in the tail risk-selling business.

- Hempton on Diamond Foods: “There is seldom only one cockroach…”...]]> http://ftalphaville.ft.com/blog/2012/02/09/874851/further-reading-954/feed/ 0 http://ftalphaville.ft.com/thecut/2012/02/09/874531/overnight-markets-slightly-lower/ http://ftalphaville.ft.com/thecut/2012/02/09/874531/overnight-markets-slightly-lower/#comments Thu, 09 Feb 2012 04:38:10 +0000 Kate Mackenzie http://ftalphaville.ft.com/blog/?p=874531 http://ftalphaville.ft.com/thecut/2012/02/09/874531/overnight-markets-slightly-lower/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/08/873861/natural-gas-outrage-of-the-day/ http://ftalphaville.ft.com/blog/2012/02/08/873861/natural-gas-outrage-of-the-day/#comments Wed, 08 Feb 2012 12:31:25 +0000 Izabella Kaminska http://ftalphaville.ft.com/blog/?p=873861
First, it’s always been hugely seasonal, thus responsible for many a widow-maker trade. But now investors and...]]> http://ftalphaville.ft.com/blog/2012/02/08/873861/natural-gas-outrage-of-the-day/feed/ 0 http://ftalphaville.ft.com/thecut/2012/02/08/873711/stocks-hit-fresh-six-month-highs/ http://ftalphaville.ft.com/thecut/2012/02/08/873711/stocks-hit-fresh-six-month-highs/#comments Wed, 08 Feb 2012 10:07:10 +0000 Izabella Kaminska http://ftalphaville.ft.com/blog/?p=873711 http://ftalphaville.ft.com/thecut/2012/02/08/873711/stocks-hit-fresh-six-month-highs/feed/ 0 http://ftalphaville.ft.com/thecut/2012/02/08/873031/overnight-markets-up-216/ http://ftalphaville.ft.com/thecut/2012/02/08/873031/overnight-markets-up-216/#comments Wed, 08 Feb 2012 05:07:23 +0000 Kate Mackenzie http://ftalphaville.ft.com/blog/?p=873031 http://ftalphaville.ft.com/thecut/2012/02/08/873031/overnight-markets-up-216/feed/ 0 http://ftalphaville.ft.com/thecut/2012/02/08/872811/bhp-says-xstrata-glencore-deal-makes-little-difference/ http://ftalphaville.ft.com/thecut/2012/02/08/872811/bhp-says-xstrata-glencore-deal-makes-little-difference/#comments Wed, 08 Feb 2012 02:52:47 +0000 Kate Mackenzie http://ftalphaville.ft.com/blog/?p=872811 http://ftalphaville.ft.com/thecut/2012/02/08/872811/bhp-says-xstrata-glencore-deal-makes-little-difference/feed/ 0 http://ftalphaville.ft.com/thecut/2012/02/07/872571/china-moves-up-fuel-ceiling/ http://ftalphaville.ft.com/thecut/2012/02/07/872571/china-moves-up-fuel-ceiling/#comments Tue, 07 Feb 2012 21:08:59 +0000 Lisa Pollack http://ftalphaville.ft.com/blog/?p=872571 http://ftalphaville.ft.com/thecut/2012/02/07/872571/china-moves-up-fuel-ceiling/feed/ 0 http://ftalphaville.ft.com/thecut/2012/02/07/872431/glencore-and-xstrata-face-blocking-threat/ http://ftalphaville.ft.com/thecut/2012/02/07/872431/glencore-and-xstrata-face-blocking-threat/#comments Tue, 07 Feb 2012 20:30:14 +0000 Lisa Pollack http://ftalphaville.ft.com/blog/?p=872431 http://ftalphaville.ft.com/thecut/2012/02/07/872431/glencore-and-xstrata-face-blocking-threat/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/07/871351/collateralised-commodity-borrowing-bp-edition/ http://ftalphaville.ft.com/blog/2012/02/07/871351/collateralised-commodity-borrowing-bp-edition/#comments Tue, 07 Feb 2012 10:10:27 +0000 Izabella Kaminska http://ftalphaville.ft.com/blog/?p=871351
At 31 December 2011, $131 million of finance debt ($128 million at 30 September 2011 and $790 million at 31 December 2010)...]]> http://ftalphaville.ft.com/blog/2012/02/07/871351/collateralised-commodity-borrowing-bp-edition/feed/ 0 http://ftalphaville.ft.com/thecut/2012/02/07/871851/bp-raises-dividend-as-progress-returns/ http://ftalphaville.ft.com/thecut/2012/02/07/871851/bp-raises-dividend-as-progress-returns/#comments Tue, 07 Feb 2012 10:06:16 +0000 Izabella Kaminska http://ftalphaville.ft.com/blog/?p=871851 http://ftalphaville.ft.com/thecut/2012/02/07/871851/bp-raises-dividend-as-progress-returns/feed/ 0 http://ftalphaville.ft.com/thecut/2012/02/07/871821/glencore-and-xstrata-agree-90bn-deal/ http://ftalphaville.ft.com/thecut/2012/02/07/871821/glencore-and-xstrata-agree-90bn-deal/#comments Tue, 07 Feb 2012 10:04:30 +0000 Izabella Kaminska http://ftalphaville.ft.com/blog/?p=871821 http://ftalphaville.ft.com/thecut/2012/02/07/871821/glencore-and-xstrata-agree-90bn-deal/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/07/871331/further-reading-952/ http://ftalphaville.ft.com/blog/2012/02/07/871331/further-reading-952/#comments Tue, 07 Feb 2012 08:10:54 +0000 Joseph Cotterill http://ftalphaville.ft.com/blog/?p=871331
- Stigma (for some) in tapping the ECB’s LTRO.

- Barry Ritholtz has a secret about Hank Paulson.

- MF Global, the preliminary trustee report.

-...]]> http://ftalphaville.ft.com/blog/2012/02/07/871331/further-reading-952/feed/ 0 http://ftalphaville.ft.com/thecut/2012/02/07/871011/greece-2/ http://ftalphaville.ft.com/thecut/2012/02/07/871011/greece-2/#comments Tue, 07 Feb 2012 04:43:37 +0000 Kate Mackenzie http://ftalphaville.ft.com/blog/?p=871011 http://ftalphaville.ft.com/thecut/2012/02/07/871011/greece-2/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/06/869811/freight-rates-go-negative/ http://ftalphaville.ft.com/blog/2012/02/06/869811/freight-rates-go-negative/#comments Mon, 06 Feb 2012 17:29:51 +0000 Izabella Kaminska http://ftalphaville.ft.com/blog/?p=869811
Bloomberg has the story here (our emphasis):

Glencore International...]]> http://ftalphaville.ft.com/blog/2012/02/06/869811/freight-rates-go-negative/feed/ 0 http://ftalphaville.ft.com/thecut/2012/02/06/869401/glencore-raises-premium-for-getting-xstrata/ http://ftalphaville.ft.com/thecut/2012/02/06/869401/glencore-raises-premium-for-getting-xstrata/#comments Mon, 06 Feb 2012 10:21:53 +0000 Joseph Cotterill http://ftalphaville.ft.com/blog/?p=869401 http://ftalphaville.ft.com/thecut/2012/02/06/869401/glencore-raises-premium-for-getting-xstrata/feed/ 0 http://ftalphaville.ft.com/thecut/2012/02/06/869381/two-brokers-scoop-up-mf-global-customers/ http://ftalphaville.ft.com/thecut/2012/02/06/869381/two-brokers-scoop-up-mf-global-customers/#comments Mon, 06 Feb 2012 10:11:15 +0000 Joseph Cotterill http://ftalphaville.ft.com/blog/?p=869381 http://ftalphaville.ft.com/thecut/2012/02/06/869381/two-brokers-scoop-up-mf-global-customers/feed/ 0 http://ftalphaville.ft.com/thecut/2012/02/06/868811/overnight-markets-up-215/ http://ftalphaville.ft.com/thecut/2012/02/06/868811/overnight-markets-up-215/#comments Mon, 06 Feb 2012 04:53:52 +0000 Kate Mackenzie http://ftalphaville.ft.com/blog/?p=868811 http://ftalphaville.ft.com/thecut/2012/02/06/868811/overnight-markets-up-215/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/03/868041/squeaky-bumi-time/ http://ftalphaville.ft.com/blog/2012/02/03/868041/squeaky-bumi-time/#comments Fri, 03 Feb 2012 15:25:05 +0000 Joseph Cotterill http://ftalphaville.ft.com/blog/?p=868041
REQUISITION OF GENERAL MEETING

The Company announces that the Directors have received a notice from Borneo Bumi Energi & Metal Pte....]]> http://ftalphaville.ft.com/blog/2012/02/03/868041/squeaky-bumi-time/feed/ 0 http://ftalphaville.ft.com/thecut/2012/02/03/867671/glenstrata-to-create-commodities-giant/ http://ftalphaville.ft.com/thecut/2012/02/03/867671/glenstrata-to-create-commodities-giant/#comments Fri, 03 Feb 2012 10:16:30 +0000 Joseph Cotterill http://ftalphaville.ft.com/blog/?p=867671 http://ftalphaville.ft.com/thecut/2012/02/03/867671/glenstrata-to-create-commodities-giant/feed/ 0 http://ftalphaville.ft.com/thecut/2012/02/02/866341/glencore-and-xstrata-close-to-88bn-deal/ http://ftalphaville.ft.com/thecut/2012/02/02/866341/glencore-and-xstrata-close-to-88bn-deal/#comments Thu, 02 Feb 2012 20:53:49 +0000 Lisa Pollack http://ftalphaville.ft.com/blog/?p=866341 http://ftalphaville.ft.com/thecut/2012/02/02/866341/glencore-and-xstrata-close-to-88bn-deal/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/02/865721/cmes-farmer-fund/ http://ftalphaville.ft.com/blog/2012/02/02/865721/cmes-farmer-fund/#comments Thu, 02 Feb 2012 14:05:44 +0000 Joseph Cotterill http://ftalphaville.ft.com/blog/?p=865721


CME Group has unveiled its own $100m insurance fund for family farmers and ranchers, co-operatives...]]> http://ftalphaville.ft.com/blog/2012/02/02/865721/cmes-farmer-fund/feed/ 0 http://ftalphaville.ft.com/thecut/2012/02/02/865401/shipping-costs-fall-to-25-year-low-2/ http://ftalphaville.ft.com/thecut/2012/02/02/865401/shipping-costs-fall-to-25-year-low-2/#comments Thu, 02 Feb 2012 10:21:59 +0000 Izabella Kaminska http://ftalphaville.ft.com/blog/?p=865401 http://ftalphaville.ft.com/thecut/2012/02/02/865401/shipping-costs-fall-to-25-year-low-2/feed/ 0