It’s not without risk, but these risks are further away, and they can be dealt with.
Entries from November 2008
In the end, there is a simple solution to all of this..
November 9th, 2008 · 1 Comment
Tags: Credit Crisis
Tampering with the self-cleansing capitalist process should be kept to a minimum
November 8th, 2008 · 1 Comment
We want to preserve capitalism, not socialize risk. Politics should desist from bailing out other sectors. The financial system is the exception, it should not become the rule. Destruction is a inevitable and necessary part of the creative destruction of a capitalist economy
Tags: Opinion
What Obama needs to do
November 8th, 2008 · No Comments
Some observations and priorities. First some immediate action to arrest the precarious slide in the US economy, second a more enduring task to reinforce America’s brand of free-market capitalism, which has much to recommend it, but also has some deep flaws, as will be obvious by no to all but the most fanatical supporters of [...]
Tags: Credit Crisis
China next?
November 7th, 2008 · 2 Comments
Dr. Doom (aka Nouriel Roubini) is at it again. Can’t this guy shut up for once? The problem is, he is usually right. More than five years ago he predicted that the US would be the next ‘emerging market’ crisis. Everybody laughed. They don’t laugh anymore.
Tags: Emerging Markets
Hedge funds’ lost aura of invincibility
November 7th, 2008 · No Comments
The next wheel to come off in the financial markets.. If you wondered why your stock is gyrating up and down (but mostly down), look no further for an explanation than here. One consolation, it has little to do with fundamentals..
Tags: Credit Crisis
The Week in Solar Energy
November 7th, 2008 · No Comments
Difficult times, but innovation is continuing.
Tags: Solar sector
eFuture Q3 Results
November 7th, 2008 · No Comments
This company is hardly, if at all, affected by the global crisis (growth is still between 50-100%), reaffirms it’s earlier guidance, shows that the apparent slow-down in software sales the previous quarter (which we worried about, as it drives service income a year later) was an incident and, will purchase up to 15% of it’s [...]
Tags: EFUT
Good news for the long march towards instant on computing
November 6th, 2008 · 1 Comment
One of the most irritating things about PCs, especially those running on Windows, is the long time it takes to fire them up, launch applications and data, and shut down. There is a solution though..
Tags: Technology
Low energy prices won’t last
November 6th, 2008 · 1 Comment
If you think low energy prices are here to stay, think again..
Tags: IOC · Natural Gas
Obama should be good for alternative energy
November 6th, 2008 · No Comments
Tax incentives were extended, companies came in with better results than expected, but the sector is one of the main victims of the market and energy retreats. This won’t last though. For those that can look ahead a little bit longer, the case for these stocks is really compelling. And the dollar strength, reason of [...]
Tags: Solar sector
