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Raymond J. Learsy

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Blatant Insider Commodity Trading Given Pass That Would Put Stock Traders in Handcuffs

Posted: 05/06/2012 11:49 am

Quite incredible -- as reported in The New York Times last week which quotes Reuters -- that Chesapeake Energy's chief executive Aubrey K. McClendon, while acting as Chesapeake's Chairman and CEO had run a "hedge fund that traded commodities, including natural gas futures, for at least four years while he led Chesapeake's vast expansion of gas drilling" and oversaw his companies' hedging activities in oil and gas futures. The $200 million fund, Heritage Management Company, used Chesapeake's Oklahoma City headquarters as its mailing address.

Certainly nice work if you can get it. And that's the rub, according to our heavily lobbied Commodity Exchanges and Wall Street-influenced law -- commodity trading is more loosely regulated than equity markets. Referring to McClendon's catbird seat at the gaming table Morningstar analyst Mark Hanson was quoted in the article picked up from Reuters, "If he knows Chesapeake is to ramp up or curtail production, he could enter into positions in his hedge funds that could benefit from that." Had it been the stocks and bonds of his company trading on insider information, the SEC would have made an appearance bearing handcuffs.

Here we have this enormous dichotomy between insider trading in stocks and bonds, and commodities. The difference being, with commodity trading most everyone is impacted. Insider trading in oil and gas, as Chevron showed us wherein Chevron traders held oil and product contracts for 27 million barrels of oil and trading profits (remember, not producing and selling, but trading alone) for the first seven months of 2011 alone of over $260 million -- profits that came from trades, that one can well assume were not meant to push prices of their core products down, and thus those trading profits were underwritten by the rest of us in higher gasoline, heating oil, diesel prices.

As I said, it's good work if you can get it. And it is long overdue that commodities trading oversight and regulation be put on the same playing field as trading in stocks and bonds, with the same level of enforcement -- both civil and criminal -- as those that apply to insider trading under our securities laws.

 
 
 

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Quite incredible -- as reported in The New York Times last week which quotes Reuters -- that Chesapeake Energy's chief executive Aubrey K. McClendon, while acting as Chesapeake's Chairman and CEO had ...
Quite incredible -- as reported in The New York Times last week which quotes Reuters -- that Chesapeake Energy's chief executive Aubrey K. McClendon, while acting as Chesapeake's Chairman and CEO had ...
 
 
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botazefa
Sounds like Bodhisattva
01:29 PM on 05/07/2012
"Chesapeake's Chairman and CEO had run a "hedge fund that traded commodities including natural gas futures, for at least four years while he led Chesapeake's vast expansion of gas drilling" [and] used Chesapeake's Oklahoma City headquarters as its mailing address."

This is shocking. I recognize it is not illegal, but it is overtly crooked. The only entity that should be hedging with natural gas futures at Chesapeake Energy should be Chesapeake itself. This hedge fund amounts to an uregulated and undeclared bonus pool for Aubrey K. McClendon and his friends invested in the fund.

I can't believe Chesapeake shareholders tolerate this unethical behavior. Chesapeake must be corrupt throughout.
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Hoosierbrad
I know it when I see it.
11:41 AM on 05/07/2012
As long as people are stupid enough to put money into the Markets, there will be con-men and crooks to take it from them. Legalized gambling is just that for the small investor; for the large investor it usually equates with THEFT (from the small).
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notdarkyet
End the Drug War.
10:12 AM on 05/07/2012
Are you getting tired of funding the extremely wealthy with every penny you make? The system is designed to work against hard working people. Helped by your elected representatives.

http://finance.yahoo.com/news/study-says-broker-rebates-cost-124005422.html?l=1

"In recent years, though, brokers have had another enticement that can pull them in a different direction: payments from stock exchanges in return for sending them business.

The practice has attracted criticism from several industry participants and former regulators who say the so-called rebates that the exchanges pay Wall Street firms could give those firms an incentive to profit at the expense of investors. Now a new study using industry data says that the rebates could be costing mutual funds, pension funds and ordinary investors as much as $5 billion a year.

The 75-page study, being released this week, was written by Woodbine Associates, a financial consulting firm that does business with players on all sides of the issue. Woodbine said the report was done independently, without support from industry participants."
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notdarkyet
End the Drug War.
10:02 AM on 05/07/2012
The crooks are in control of our financial and political institutions, and until we clean it up we can expect to keep getting ripped off at the gas pump and grocery stores, in our 410ks and retirement funds. If you feel like funding the one percent with every penny you spend or try to save just keep voting for the same corruption in DC that allows this to continue.
09:31 AM on 05/07/2012
People who think that there is little or no cost to the political corruption of elected officials are dreaming in color. Corruption costs more than the entire deficits of all the governments at every level put together.
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08:46 AM on 05/07/2012
Somebody please tell me how commodity trading benefits anyone except some of the traders? Why in the world should I be able to throw a little money at Cocoa futures and make a significant amount of money. I've made some trades and made money, but it just doesn't feel ethical.
botazefa
Sounds like Bodhisattva
01:30 PM on 05/07/2012
Other than ATM's, finance has brought mankind zero improvements in the past 3 decades.
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Joseph LeCompte
The USA isnt broke.It was robbed.
12:17 AM on 05/08/2012
Commodity futures provide liquidity and price certainty for many products. Before 2005 it was a 60 billion dollar market. It is now a 300 billion dollar market and prices have shot through the roof. It is a casino now.
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02:43 AM on 05/07/2012
At some point, even the folks who work on Wall Street/City of London will admit it needs to be immediately SHUT DOWN.

Until then, they will continue to become victims of their own fraudulent leaders who they foolishly aspire to and worship as Pharaohs and God-kings, turning them into SUCKERS as well.
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SitandStay
Lorenzo&BushH8ter
01:36 AM on 05/07/2012
CME Group Inc - World's leading derivatives trading company...options and futures on crude oil, natural gas, coal and oil products....gave $1 MIL to Sen Saxby Chambliss-R GA 2007-2008 when this country was in financial turmoil.

Who at CME Group Inc Gave him over $1 MIL ?......Sen Saxby Chambliss' son, Bo Chambliss whom was a lobbyist and a director at CME Group Inc.

The same Saxby Chambliss that had commercials running during his last campaign depicting Sen Max Clelland, the decorated vet of Vietnam War that lost 2 legs and an arm in Vietnam.

GEORGIA WOULD DO MUCH BETTER WITHOUT THESE PEOPLE SUCH AS SAXBY CHAMBLISS IN OFFICE AND PROFITTING OFF THE AMERICAN PEOPLE.
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kamact
Market Observer
10:14 PM on 05/06/2012
Patroitic Americans will need to serve justice to McClendon and his executive team...
06:46 PM on 05/06/2012
To understand the sleaze-sida of Chevron, see www.truecostofchevron.com.
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BobHiggins
Living on the brink of was.
10:09 PM on 05/06/2012
The only view of Chevron and the rest of the oil business that isn't sleazy is the one provided by their advertising and PR people at a cost of hundreds of millions, every dollar of which is added to the cost of their products.
05:13 AM on 05/07/2012
Agree.
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somewhatodd
micro-bio undetectable to the naked eye
03:34 PM on 05/06/2012
it's called libertarianism.
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wwilcox
Laws are made by people, not gods.
07:25 PM on 05/06/2012
It's called crime.
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somewhatodd
micro-bio undetectable to the naked eye
07:55 PM on 05/06/2012
a distinction without a difference.
10:36 PM on 05/06/2012
It's actually not.
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somewhatodd
micro-bio undetectable to the naked eye
08:42 AM on 05/07/2012
it actually is.