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Entries from June 2008

Trina Solar is cheap, really cheap.

June 30th, 2008 · Comments Off on Trina Solar is cheap, really cheap.

Very cheap indeed, with earnings estimates between $3 and $4 for THIS year, it’s trading at a p/e less than 10. For a company which still enjoys triple digit earnings and profit growth, this doesn’t make much sense.

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Tags: Solar sector · TSL

The Adjustment Process to Global Inflation

June 30th, 2008 · Comments Off on The Adjustment Process to Global Inflation

In a previous entry we wrote about the paradoxes of the global inflation problem and how the US, in the worst economic condition to deal with it, shares most of the adjustment problem. Here we expand on the theme and argue that markets, not policy makers, will do most of the adjusting.

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Tags: The Markets

Fun and games: was Cruyff the best ever?

June 29th, 2008 · 6 Comments

Pele, supposedly (not everybody agrees, we’re amongst them), is the greatest football player that ever lived. According to him, it’s titles that count. Now that the European Championships have finished, it’s time to reflect on this wisdom. We don’t have to do that much reflecting; we disagree.

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Tags: Fun and Games

Some intractable paradoxes of global inflation

June 29th, 2008 · Comments Off on Some intractable paradoxes of global inflation

Inflation is largely caused by the insatiable demand for energy and commodities in big, rapidly growing emerging economies. However, to cure the global inflation problem, adjustment is necessary in the economy that is worst positioned to withstand such adjustment, the United States.

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Tags: The Markets

Honda versus Toyota; fuel cells versus electrical cars

June 27th, 2008 · Comments Off on Honda versus Toyota; fuel cells versus electrical cars

While in bastion of capitalism, the US, speculators are blamed even in Congress for the high gasoline prices, the rest of the world is actually taking steps to remedy the situation.

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Tags: Opinion

The world economy will slow down

June 27th, 2008 · Comments Off on The world economy will slow down

Once again, stock markets prove to be good (perhaps even the best) discounting mechanisms we know, predicting the direction of economic circumstances to come. Almost everywhere they are crumbling, and it’s not hard to figure out what’s going on. 

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Tags: The Markets

Update InterOil (IOC) 26/6

June 27th, 2008 · 2 Comments

InterOil has taken a bit of a hit, from a high of 35.8 (if one doesn’t consider that one VERY big order at 41.62) to just above $30.40 Thursday at the close. Should we worry? Let’s come up with some reasons: 

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Tags: IOC

Wallstreet descends from its cloud

June 27th, 2008 · Comments Off on Wallstreet descends from its cloud

Since it’s inception, this blog has vented the view that there seemed to be a dissociation between the real problems in the real economy, and the markets ignoring them. We also argued something had to give. It has.

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Tags: The Markets

How the mighty have fallen

June 26th, 2008 · Comments Off on How the mighty have fallen

This little fact: General Motors (GM), the US car maker of which it was once said that if they sneezed, the American economy would have the flu, now is almost on it’s knees. Goldman Sachs, the only investment bank escaping the subprime crisis, cut its rating to a “sell”. GM’s market cap is now below […]

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Tags: The Markets

Triangle Petroleum (TPLM) isn’t wasting any time

June 26th, 2008 · 7 Comments

We have expressed more than once the wish for a strategic partner who would help them speed up the drilling program, and voilà, there it is: Zodiac exploration corporation. This is good news, albeit not reflected in the price. We had to write that quite a few times the last couple of weeks..

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Tags: TPLM