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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt's very unclear how this bank fallout is going to reverberate: Kayne Anderson Rudnick's BielJulie Biel, portfolio manager at Kayne Anderson Rudnick, joins 'Squawk Box' to discuss her thoughts on equity markets, where she feels most comfortable in stocks, and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJames Bullard's comments don't change market dynamics: Kayne Anderson Rudnick's Julie BielJulie Biel, portfolio manager at Kayne Anderson Rudnick, joins 'Squawk Box' to discuss St. Louis Federal Reserve President James Bullard's recent comments, how Biel would be positioned in today's markets, and more.
The "Fast Money" traders are at odds over Tesla with a key event ahead. Even though Tesla shares rallied on CEO Elon Musk's plans to unveil his "Master Plan 3" at investor day on March 1, trader Julie Biel warns gains will likely stall. Tesla shares initially rallied on last Wednesday's announcement. "He's got his Twitter and Tesla bros behind him, and that's a meaningful force for the stock." Grasso got long on Tesla last Wednesday, and he plans to stick with the stock through investor day.
Oklahoma City-based Chesapeake has been trying to divest its entire South Texas operations to focus on natural gas-producing acreage in other parts of the United States. The deal it has clinched falls short of meeting the demands of activist investor Kimmeridge Energy Management, that is among the 15 largest Chesapeake shareholders, to exit South Texas entirely. Chesapeake is continuing with efforts to divest them, though it's unclear if it will do so until market conditions change, according to the sources. Chesapeake and WildFire did not respond to comment requests. Since then, it has built a position in the Eagle Ford producing upwards of 16,000 net barrels of oil equivalent per day, according to its website.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInterest rates will continue to play a huge market factor in 2023, says Julie BielJulie Biel, portfolio manager at Kayne Anderson Rudnick, joins CNBC's 'Squawk Box' to break down her market outlook for 2023.
Dec 20 (Reuters) - Private U.S. oil and gas companies are increasingly turning to a niche financing structure that securitizes their production, providing a funding avenue for producers and owners as traditional sources become more expensive or simply dry up. With banks pressured by stakeholders to restrict loans to the oil and gas sector over its environmental impact, private energy producers - more reliant on bank lines than listed peers - are able to maintain access to outside finance through this niche product. While the first rated PDP securitization was completed in September 2019 by Raisa Energy, volatile commodity prices and a wave of producer bankruptcies in 2020 stymied its initial application. The investment bank helped arrange, among others, a $750 million ABS sold by Jonah Energy in October - currently the largest PDP securitization completed. GROWING APPEALAs well as financing day-to-day operations, private equity firms that own energy producers are exploring using PDP securitizations as an investor pay-day.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe are entering an energy super cycle, says Kayne Anderson CEO Al RabilKayne Anderson's CEO Al Rabil joins 'The Exchange' to discuss growth projections for energy stocks, geopolitical tensions adding pressure to energy demands, and the trajectory for renewable energy sources.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThis is more and more of a stock-picker's market, says Kayne Anderson Rudnik's Julie BielMona Mahajan of Edward Jones and Julie Biel of Kayne Anderson Rudnik join CNBC's Brian Sullivan and the 'CNBC Special: The Fed Factor' to discuss the markets and the Fed heading into the final quarter of the year.
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